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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 | $66,066 | $55,902+18.2% | $76,030-13.1% | $80,959-18.4% |
| Participation rate | 79.5% | 62.1%+17.4pp | 69.1%+10.4pp | 67.7%+11.8pp |
| Annual return | 11.77% | 20.59%-8.8pp | 361.54%-349.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,983 | $1,867+6.2% | $2,688-26.2% | $2,757-28.1% |
| Participant deferral / active EE | $2,286 | $3,051-25.1% | $4,257-46.3% | $4,300-46.8% |
| Admin fee / account holder | $912 | $5,239-82.6% | $6,421-85.8% | $6,925-86.8% |