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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 | $67,878 | $58,099+16.8% | $76,902-11.7% | $75,177-9.7% |
| Participation rate | 77.1% | 63.9%+13.3pp | 69.6%+7.5pp | 67.2%+9.9pp |
| Annual return | 16.31% | 26.71%-10.4pp | 37.91%-21.6pp | 160.75%-144.4pp |
| Employer contribution / active EE | $1,460 | $1,996-26.8% | $2,534-42.4% | $2,671-45.3% |
| Participant deferral / active EE | $2,442 | $2,999-18.6% | $3,833-36.3% | $4,126-40.8% |
| Admin fee / account holder | $631 | $4,778-86.8% | $5,479-88.5% | $5,651-88.8% |