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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 | $84,090 | $65,034+29.3% | $90,970-7.6% | $79,856+5.3% |
| Participation rate | 72.7% | 61.6%+11.1pp | 69.0%+3.7pp | 69.6%+3.1pp |
| Annual return | 25.98% | 30.45%-4.5pp | 134.60%-108.6pp | 31.71%-5.7pp |
| Employer contribution / active EE | $334 | $1,247-73.2% | $2,122-84.3% | $2,471-86.5% |
| Participant deferral / active EE | $6,105 | $2,512+143.0% | $3,373+81.0% | $3,741+63.2% |
| Admin fee / account holder | $857 | $4,536-81.1% | $5,961-85.6% | $5,306-83.8% |