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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 | $79,290 | $66,402+19.4% | $109,895-27.8% | $85,856-7.6% |
| Participation rate | 85.7% | 63.9%+21.8pp | 74.2%+11.5pp | 69.3%+16.4pp |
| Annual return | 12.01% | 19.59%-7.6pp | 29.46%-17.4pp | 318.58%-306.6pp |
| Employer contribution / active EE | $755 | $1,687-55.3% | $2,843-73.4% | $2,565-70.6% |
| Participant deferral / active EE | $6,075 | $2,842+113.7% | $4,049+50.0% | $3,952+53.7% |
| Admin fee / account holder | $2,382 | $4,557-47.7% | $6,067-60.7% | $6,261-61.9% |