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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 | $55,889+18.2% | $76,119-13.2% | $80,935-18.4% |
| Participation rate | 79.5% | 62.1%+17.4pp | 69.1%+10.4pp | 67.7%+11.8pp |
| Annual return | 11.77% | 20.58%-8.8pp | 361.25%-349.5pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,983 | $1,866+6.3% | $2,693-26.4% | $2,757-28.1% |
| Participant deferral / active EE | $2,286 | $3,051-25.1% | $4,259-46.3% | $4,299-46.8% |
| Admin fee / account holder | $912 | $5,241-82.6% | $6,421-85.8% | $6,924-86.8% |