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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 | $65,142 | $49,255+32.3% | $70,494-7.6% | $79,856-18.4% |
| Participation rate | 94.4% | 69.2%+25.3pp | 75.1%+19.4pp | 69.6%+24.8pp |
| Annual return | 12.48% | 30.10%-17.6pp | 109.16%-96.7pp | 31.71%-19.2pp |
| Employer contribution / active EE | $3,916 | $2,100+86.5% | $2,738+43.0% | $2,471+58.5% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,529 | $2,879-12.2% | $3,848-34.3% | $5,306-52.3% |