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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 | $69,279 | $94,031-26.3% | $115,768-40.2% | $82,448-16.0% |
| Participation rate | 78.7% | 70.4%+8.3pp | 74.4%+4.3pp | 68.1%+10.7pp |
| Annual return | 16.36% | 20.61%-4.3pp | 100.46%-84.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $878 | $2,323-62.2% | $2,940-70.2% | $2,551-65.6% |
| Participant deferral / active EE | $4,539 | $3,972+14.3% | $4,917-7.7% | $4,139+9.7% |
| Admin fee / account holder | $6,391 | $10,249-37.6% | $12,439-48.6% | $7,234-11.7% |