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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 | $108,468 | $51,202+111.8% | $70,548+53.7% | $75,181+44.3% |
| Participation rate | 75.8% | 61.0%+14.8pp | 68.3%+7.4pp | 67.2%+8.6pp |
| Annual return | 15.40% | 30.05%-14.6pp | 32.78%-17.4pp | 160.69%-145.3pp |
| Employer contribution / active EE | $819 | $1,827-55.2% | $2,975-72.5% | $2,671-69.3% |
| Participant deferral / active EE | $2,457 | $2,850-13.8% | $4,567-46.2% | $4,126-40.4% |
| Admin fee / account holder | $3,832 | $4,094-6.4% | $6,424-40.3% | $5,650-32.2% |