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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 | $82,133-8.5% | $147,318-49.0% | $64,097+17.2% |
| Participation rate | 76.7% | 62.3%+14.5pp | 82.1%-5.3pp | 55.2%+21.6pp |
| Annual return | 18.08% | 78.78%-60.7pp | 70.43%-52.4pp | 34.64%-16.6pp |
| Employer contribution / active EE | $645 | $2,872-77.6% | $4,593-86.0% | $1,891-65.9% |
| Participant deferral / active EE | $8,978 | $5,407+66.0% | $7,906+13.6% | $3,080+191.5% |
| Admin fee / account holder | $3,988 | $3,730+6.9% | $13,708-70.9% | $3,454+15.5% |