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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 | $68,116 | $46,596+46.2% | $64,099+6.3% | $75,181-9.4% |
| Participation rate | 83.7% | 65.9%+17.8pp | 72.3%+11.4pp | 67.2%+16.5pp |
| Annual return | 12.40% | 26.04%-13.6pp | 33.70%-21.3pp | 160.69%-148.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,909 | $2,837+73.0% | $3,881+26.5% | $4,126+19.0% |
| Admin fee / account holder | $566 | $2,954-80.8% | $3,070-81.6% | $5,650-90.0% |