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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 | $61,105 | $46,732+30.8% | $156,551-61.0% | $55,167+10.8% |
| Participation rate | 94.2% | 65.8%+28.4pp | 84.0%+10.2pp | 69.0%+25.2pp |
| Annual return | 7.02% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,639 | $2,105-22.1% | $5,501-70.2% | $1,963-16.5% |
| Participant deferral / active EE | $3,144 | $2,204+42.6% | $4,871-35.5% | $3,054+2.9% |
| Admin fee / account holder | $1,510 | $418+260.9% | $13,028-88.4% | $504+199.7% |