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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 | $81,173 | $54,541+48.8% | $78,778+3.0% | $70,126+15.8% |
| Participation rate | 80.2% | 60.8%+19.4pp | 69.2%+11.1pp | 69.5%+10.7pp |
| Annual return | 16.51% | 21.07%-4.6pp | 35.62%-19.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $375 | $1,089-65.5% | $1,986-81.1% | $2,343-84.0% |
| Participant deferral / active EE | $2,595 | $2,210+17.4% | $2,958-12.3% | $3,332-22.1% |
| Admin fee / account holder | $4,131 | $3,709+11.4% | $5,134-19.5% | $4,645-11.1% |