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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 | $69,840 | $48,277+44.7% | $67,511+3.5% | $80,874-13.6% |
| Participation rate | 88.0% | 66.4%+21.6pp | 72.9%+15.1pp | 67.6%+20.4pp |
| Annual return | 12.70% | 18.27%-5.6pp | 3517.41%-3504.7pp | 35.62%-22.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,181 | $2,926+8.7% | $4,000-20.5% | $4,297-26.0% |
| Admin fee / account holder | $1,880 | $3,687-49.0% | $3,999-53.0% | $6,935-72.9% |