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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 | $83,136 | $58,493+42.1% | $84,023-1.1% | $72,976+13.9% |
| Participation rate | 86.4% | 61.2%+25.1pp | 69.0%+17.3pp | 69.5%+16.9pp |
| Annual return | 16.52% | 28.93%-12.4pp | 71.32%-54.8pp | 81.02%-64.5pp |
| Employer contribution / active EE | $416 | $1,163-64.2% | $1,984-79.0% | $2,440-82.9% |
| Participant deferral / active EE | $3,253 | $2,394+35.9% | $3,239+0.4% | $3,608-9.8% |
| Admin fee / account holder | $1,511 | $4,569-66.9% | $6,102-75.2% | $5,124-70.5% |