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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 | $54,184 | $46,599+16.3% | $64,101-15.5% | $75,173-27.9% |
| Participation rate | 97.5% | 65.9%+31.6pp | 72.3%+25.2pp | 67.2%+30.3pp |
| Annual return | 15.32% | 26.06%-10.7pp | 33.72%-18.4pp | 160.72%-145.4pp |
| Employer contribution / active EE | $2,409 | $1,975+21.9% | $2,749-12.4% | $2,671-9.8% |
| Participant deferral / active EE | $2,052 | $2,837-27.7% | $3,881-47.1% | $4,126-50.3% |
| Admin fee / account holder | $775 | $2,956-73.8% | $3,070-74.8% | $5,651-86.3% |