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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 | $59,866 | $48,011+24.7% | $63,803-6.2% | $82,637-27.6% |
| Participation rate | 95.8% | 66.6%+29.3pp | 72.7%+23.1pp | 68.1%+27.8pp |
| Annual return | 11.48% | 19.84%-8.4pp | 543.72%-532.2pp | 53.51%-42.0pp |
| Employer contribution / active EE | $1,316 | $1,904-30.9% | $2,532-48.0% | $2,552-48.4% |
| Participant deferral / active EE | $2,974 | $2,846+4.5% | $3,843-22.6% | $4,126-27.9% |
| Admin fee / account holder | $2,411 | $3,873-37.7% | $5,196-53.6% | $7,339-67.1% |