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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,627 | $69,977+20.9% | $108,582-22.1% | $62,881+34.6% |
| Participation rate | 77.1% | 72.9%+4.2pp | 79.6%-2.5pp | 69.3%+7.8pp |
| Annual return | 19.77% | 10.73%+9.0pp | -51.70%+71.5pp | 20.14%-0.4pp |
| Employer contribution / active EE | $792 | $2,135-62.9% | $3,758-78.9% | $2,281-65.3% |
| Participant deferral / active EE | $3,989 | $3,165+26.0% | $4,311-7.5% | $3,203+24.5% |
| Admin fee / account holder | $4,446 | $5,076-12.4% | $7,645-41.8% | $4,296+3.5% |