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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 | $47,753 | $46,534+2.6% | $64,097-25.5% | $75,177-36.5% |
| Participation rate | 85.7% | 65.9%+19.8pp | 72.3%+13.4pp | 67.2%+18.5pp |
| Annual return | 12.75% | 26.07%-13.3pp | 33.75%-21.0pp | 160.75%-148.0pp |
| Employer contribution / active EE | $2,259 | $1,976+14.3% | $2,750-17.8% | $2,671-15.4% |
| Participant deferral / active EE | $5,822 | $2,835+105.4% | $3,881+50.0% | $4,126+41.1% |
| Admin fee / account holder | $1,194 | $2,957-59.6% | $3,070-61.1% | $5,651-78.9% |