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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 | $70,138 | $46,599+50.5% | $64,101+9.4% | $75,173-6.7% |
| Participation rate | 80.4% | 65.9%+14.4pp | 72.3%+8.0pp | 67.2%+13.2pp |
| Annual return | 13.43% | 26.06%-12.6pp | 33.72%-20.3pp | 160.72%-147.3pp |
| Employer contribution / active EE | $1,526 | $1,975-22.7% | $2,749-44.5% | $2,671-42.9% |
| Participant deferral / active EE | $3,879 | $2,837+36.7% | $3,881-0.1% | $4,126-6.0% |
| Admin fee / account holder | $3,704 | $2,956+25.3% | $3,070+20.7% | $5,651-34.4% |