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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 | $48,337+44.5% | $67,560+3.4% | $80,959-13.7% |
| Participation rate | 88.0% | 66.4%+21.6pp | 72.9%+15.1pp | 67.7%+20.3pp |
| Annual return | 12.70% | 18.26%-5.6pp | 3533.50%-3520.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,181 | $2,928+8.6% | $4,004-20.6% | $4,300-26.0% |
| Admin fee / account holder | $1,880 | $3,695-49.1% | $3,994-52.9% | $6,925-72.9% |