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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 | $77,235 | $58,848+31.2% | $88,179-12.4% | $82,637-6.5% |
| Participation rate | 70.4% | 57.9%+12.5pp | 69.1%+1.2pp | 68.1%+2.3pp |
| Annual return | 54.47% | 22.76%+31.7pp | 64.97%-10.5pp | 53.51%+1.0pp |
| Employer contribution / active EE | $1,093 | $1,678-34.9% | $2,549-57.1% | $2,552-57.2% |
| Participant deferral / active EE | $2,826 | $3,124-9.5% | $4,614-38.8% | $4,126-31.5% |
| Admin fee / account holder | $7,928 | $4,795+65.3% | $7,673+3.3% | $7,339+8.0% |