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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 | $80,030 | $71,208+12.4% | $93,681-14.6% | $80,911-1.1% |
| Participation rate | 72.0% | 60.4%+11.6pp | 68.7%+3.3pp | 67.6%+4.4pp |
| Annual return | 11.62% | 11.27%+0.3pp | 133.47%-121.9pp | 35.63%-24.0pp |
| Employer contribution / active EE | $930 | $1,564-40.5% | $2,422-61.6% | $2,756-66.2% |
| Participant deferral / active EE | $2,173 | $4,035-46.1% | $4,415-50.8% | $4,297-49.4% |
| Admin fee / account holder | $4,827 | $6,951-30.5% | $8,290-41.8% | $6,935-30.4% |