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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 | $86,017 | $58,493+47.1% | $84,021+2.4% | $72,975+17.9% |
| Participation rate | 71.9% | 61.2%+10.6pp | 69.0%+2.9pp | 69.5%+2.4pp |
| Annual return | 18.74% | 28.93%-10.2pp | 71.32%-52.6pp | 81.01%-62.3pp |
| Employer contribution / active EE | $560 | $1,163-51.8% | $1,984-71.8% | $2,440-77.0% |
| Participant deferral / active EE | $5,124 | $2,394+114.1% | $3,239+58.2% | $3,608+42.0% |
| Admin fee / account holder | $1,486 | $4,569-67.5% | $6,102-75.6% | $5,124-71.0% |