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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 | $55,548 | $80,985-31.4% | $96,576-42.5% | $75,181-26.1% |
| Participation rate | 90.6% | 71.8%+18.8pp | 76.0%+14.6pp | 67.2%+23.4pp |
| Annual return | 12.83% | 27.05%-14.2pp | 25.87%-13.0pp | 160.69%-147.9pp |
| Employer contribution / active EE | $1,971 | $2,282-13.6% | $2,965-33.5% | $2,671-26.2% |
| Participant deferral / active EE | $3,835 | $3,929-2.4% | $4,851-20.9% | $4,126-7.0% |
| Admin fee / account holder | $10,063 | $6,719+49.8% | $8,253+21.9% | $5,650+78.1% |