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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 | $78,951 | $78,690+0.3% | $161,489-51.1% | $87,485-9.8% |
| Participation rate | 85.4% | 67.5%+17.9pp | 78.7%+6.7pp | 68.9%+16.4pp |
| Annual return | 15.28% | 32.74%-17.5pp | 89.72%-74.4pp | 26.06%-10.8pp |
| Employer contribution / active EE | $618 | $2,588-76.1% | $4,268-85.5% | $2,596-76.2% |
| Participant deferral / active EE | $1,864 | $3,311-43.7% | $5,630-66.9% | $4,274-56.4% |
| Admin fee / account holder | $3,869 | $6,724-42.5% | $16,006-75.8% | $7,775-50.2% |