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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 | $61,561 | $55,902+10.1% | $76,030-19.0% | $80,959-24.0% |
| Participation rate | 94.2% | 62.1%+32.2pp | 69.1%+25.2pp | 67.7%+26.6pp |
| Annual return | 11.62% | 20.59%-9.0pp | 361.54%-349.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $3,817 | $1,867+104.5% | $2,688+42.0% | $2,757+38.4% |
| Participant deferral / active EE | $2,079 | $3,051-31.9% | $4,257-51.2% | $4,300-51.7% |
| Admin fee / account holder | $3,885 | $5,239-25.8% | $6,421-39.5% | $6,925-43.9% |