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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 | $64,420 | $58,523+10.1% | $99,475-35.2% | $72,975-11.7% |
| Participation rate | 75.0% | 64.6%+10.4pp | 73.8%+1.2pp | 69.5%+5.5pp |
| Annual return | 19.13% | 28.51%-9.4pp | 30.72%-11.6pp | 81.01%-61.9pp |
| Employer contribution / active EE | $521 | $1,512-65.5% | $2,540-79.5% | $2,440-78.6% |
| Participant deferral / active EE | $1,764 | $2,606-32.3% | $3,619-51.3% | $3,608-51.1% |
| Admin fee / account holder | $3,824 | $4,102-6.8% | $6,252-38.8% | $5,124-25.4% |