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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 | $58,216 | $77,492-24.9% | $100,398-42.0% | $80,911-28.0% |
| Participation rate | 79.7% | 76.9%+2.7pp | 81.5%-1.8pp | 67.6%+12.0pp |
| Annual return | 18.79% | 37.23%-18.4pp | 49.32%-30.5pp | 35.63%-16.8pp |
| Employer contribution / active EE | $1,304 | $2,800-53.4% | $3,946-67.0% | $2,756-52.7% |
| Participant deferral / active EE | $7,098 | $6,817+4.1% | $8,084-12.2% | $4,297+65.2% |
| Admin fee / account holder | $4,252 | $5,892-27.8% | $7,893-46.1% | $6,935-38.7% |