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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 | $71,230+12.4% | $93,727-14.6% | $80,959-1.1% |
| Participation rate | 72.0% | 60.4%+11.6pp | 68.7%+3.3pp | 67.7%+4.3pp |
| Annual return | 11.62% | 11.26%+0.4pp | 133.83%-122.2pp | 35.67%-24.1pp |
| Employer contribution / active EE | $930 | $1,565-40.6% | $2,421-61.6% | $2,757-66.3% |
| Participant deferral / active EE | $2,173 | $4,037-46.2% | $4,417-50.8% | $4,300-49.5% |
| Admin fee / account holder | $4,827 | $6,961-30.6% | $8,292-41.8% | $6,925-30.3% |