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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 | $59,878 | $55,930+7.1% | $76,089-21.3% | $80,925-26.0% |
| Participation rate | 73.0% | 62.1%+10.9pp | 69.1%+3.9pp | 67.7%+5.3pp |
| Annual return | 12.20% | 20.58%-8.4pp | 360.94%-348.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,967 | $1,866+5.4% | $2,690-26.9% | $2,756-28.6% |
| Participant deferral / active EE | $3,799 | $3,051+24.5% | $4,259-10.8% | $4,299-11.6% |
| Admin fee / account holder | $1,355 | $5,241-74.1% | $6,418-78.9% | $6,940-80.5% |