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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 | $92,548 | $77,817+18.9% | $123,553-25.1% | $64,173+44.2% |
| Participation rate | 73.2% | 74.7%-1.5pp | 82.3%-9.1pp | 69.6%+3.6pp |
| Annual return | 12.13% | 12.49%-0.4pp | 119.21%-107.1pp | 7.63%+4.5pp |
| Employer contribution / active EE | $602 | $3,014-80.0% | $4,628-87.0% | $2,381-74.7% |
| Participant deferral / active EE | $3,014 | $5,240-42.5% | $6,426-53.1% | $3,470-13.1% |
| Admin fee / account holder | $3,894 | $5,519-29.5% | $9,284-58.1% | $4,887-20.3% |