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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 | $69,292 | $75,183-7.8% | $123,894-44.1% | $55,167+25.6% |
| Participation rate | 74.1% | 72.8%+1.3pp | 81.4%-7.3pp | 69.0%+5.1pp |
| Annual return | 9.96% | 19.01%-9.0pp | 47.52%-37.6pp | 169.23%-159.3pp |
| Employer contribution / active EE | $1,618 | $2,823-42.7% | $4,617-65.0% | $1,963-17.6% |
| Participant deferral / active EE | $4,151 | $5,084-18.4% | $5,984-30.6% | $3,054+35.9% |
| Admin fee / account holder | $1,050 | $663+58.4% | $8,357-87.4% | $504+108.3% |