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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 | $76,558 | $80,983-5.5% | $96,544-20.7% | $75,177+1.8% |
| Participation rate | 74.2% | 71.8%+2.4pp | 76.0%-1.8pp | 67.2%+7.0pp |
| Annual return | 24.20% | 27.05%-2.9pp | 25.88%-1.7pp | 160.75%-136.6pp |
| Employer contribution / active EE | $704 | $2,282-69.1% | $2,966-76.3% | $2,671-73.6% |
| Participant deferral / active EE | $2,991 | $3,929-23.9% | $4,851-38.3% | $4,126-27.5% |
| Admin fee / account holder | $16,979 | $6,717+152.8% | $8,254+105.7% | $5,651+200.4% |