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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 | $66,784 | $46,534+43.5% | $64,097+4.2% | $75,177-11.2% |
| Participation rate | 94.7% | 65.9%+28.8pp | 72.3%+22.4pp | 67.2%+27.5pp |
| Annual return | 18.54% | 26.07%-7.5pp | 33.75%-15.2pp | 160.75%-142.2pp |
| Employer contribution / active EE | $2,906 | $1,976+47.1% | $2,750+5.7% | $2,671+8.8% |
| Participant deferral / active EE | $1,805 | $2,835-36.3% | $3,881-53.5% | $4,126-56.2% |
| Admin fee / account holder | $1,090 | $2,957-63.1% | $3,070-64.5% | $5,651-80.7% |