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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 | $75,127 | $75,058+0.1% | $152,301-50.7% | $64,340+16.8% |
| Participation rate | 76.7% | 60.9%+15.8pp | 82.4%-5.7pp | 55.2%+21.5pp |
| Annual return | 18.08% | 29.93%-11.8pp | 80.50%-62.4pp | 24.14%-6.1pp |
| Employer contribution / active EE | $645 | $2,605-75.2% | $4,624-86.1% | $1,862-65.4% |
| Participant deferral / active EE | $8,978 | $5,041+78.1% | $8,004+12.2% | $2,980+201.2% |
| Admin fee / account holder | $3,988 | $4,050-1.5% | $14,398-72.3% | $3,703+7.7% |