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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 | $67,625 | $106,524-36.5% | $152,301-55.6% | $87,485-22.7% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.4%-1.1pp | 68.9%+12.5pp |
| Annual return | 16.41% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,009 | $3,371-70.1% | $4,624-78.2% | $2,596-61.1% |
| Participant deferral / active EE | $4,432 | $6,525-32.1% | $8,004-44.6% | $4,274+3.7% |
| Admin fee / account holder | $2,393 | $8,287-71.1% | $14,398-83.4% | $7,775-69.2% |