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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 | $73,225 | $46,534+57.4% | $64,097+14.2% | $75,177-2.6% |
| Participation rate | 96.8% | 65.9%+30.8pp | 72.3%+24.5pp | 67.2%+29.6pp |
| Annual return | 15.34% | 26.07%-10.7pp | 33.75%-18.4pp | 160.75%-145.4pp |
| Employer contribution / active EE | $1,235 | $1,976-37.5% | $2,750-55.1% | $2,671-53.8% |
| Participant deferral / active EE | $3,424 | $2,835+20.8% | $3,881-11.8% | $4,126-17.0% |
| Admin fee / account holder | $6,992 | $2,957+136.5% | $3,070+127.8% | $5,651+23.7% |