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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 | $72,688 | $45,050+61.3% | $63,018+15.3% | $70,126+3.7% |
| Participation rate | 82.7% | 69.5%+13.2pp | 74.8%+7.9pp | 69.5%+13.2pp |
| Annual return | 15.25% | 18.76%-3.5pp | 87.62%-72.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,458 | $2,052-28.9% | $2,761-47.2% | $2,343-37.8% |
| Participant deferral / active EE | $3,181 | $2,466+29.0% | $3,330-4.5% | $3,332-4.5% |
| Admin fee / account holder | $1,304 | $2,834-54.0% | $3,601-63.8% | $4,645-71.9% |