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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 | $65,761 | $95,415-31.1% | $185,851-64.6% | $85,851-23.4% |
| Participation rate | 80.0% | 68.8%+11.2pp | 81.7%-1.7pp | 69.3%+10.7pp |
| Annual return | 14.01% | 23.59%-9.6pp | 122.11%-108.1pp | 318.63%-304.6pp |
| Employer contribution / active EE | $1,817 | $3,314-45.2% | $5,168-64.8% | $2,565-29.2% |
| Participant deferral / active EE | $4,139 | $3,424+20.9% | $5,569-25.7% | $3,952+4.7% |
| Admin fee / account holder | $1,630 | $7,215-77.4% | $16,245-90.0% | $6,261-74.0% |