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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 | $73,063 | $45,050+62.2% | $63,018+15.9% | $70,126+4.2% |
| Participation rate | 87.5% | 69.5%+18.0pp | 74.8%+12.7pp | 69.5%+18.0pp |
| Annual return | 15.04% | 18.76%-3.7pp | 87.62%-72.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,750 | $2,052-14.7% | $2,761-36.6% | $2,343-25.3% |
| Participant deferral / active EE | $3,228 | $2,466+30.9% | $3,330-3.0% | $3,332-3.1% |
| Admin fee / account holder | $742 | $2,834-73.8% | $3,601-79.4% | $4,645-84.0% |