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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 | $76,672 | $84,236-9.0% | $170,435-55.0% | $70,126+9.3% |
| Participation rate | 82.5% | 70.8%+11.7pp | 83.6%-1.1pp | 69.5%+13.0pp |
| Annual return | 16.24% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $806 | $3,387-76.2% | $5,432-85.2% | $2,343-65.6% |
| Participant deferral / active EE | $4,368 | $3,086+41.5% | $4,939-11.6% | $3,332+31.1% |
| Admin fee / account holder | $8,427 | $5,698+47.9% | $13,881-39.3% | $4,645+81.4% |