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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 | $68,502 | $61,605+11.2% | $112,273-39.0% | $75,181-8.9% |
| Participation rate | 88.2% | 61.7%+26.6pp | 72.4%+15.8pp | 67.2%+21.0pp |
| Annual return | 15.39% | 28.47%-13.1pp | 30.23%-14.8pp | 160.69%-145.3pp |
| Employer contribution / active EE | $4,238 | $2,015+110.3% | $3,431+23.5% | $2,671+58.7% |
| Participant deferral / active EE | $1,679 | $3,108-46.0% | $4,800-65.0% | $4,126-59.3% |
| Admin fee / account holder | $328 | $4,862-93.3% | $7,752-95.8% | $5,650-94.2% |