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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 | $84,437 | $70,418+19.9% | $96,570-12.6% | $85,847-1.6% |
| Participation rate | 86.7% | 61.8%+24.9pp | 69.8%+16.8pp | 69.3%+17.3pp |
| Annual return | 13.83% | 18.59%-4.8pp | 37.79%-24.0pp | 318.61%-304.8pp |
| Employer contribution / active EE | $1,715 | $1,413+21.4% | $2,357-27.2% | $2,565-33.1% |
| Participant deferral / active EE | $3,475 | $2,894+20.1% | $3,849-9.7% | $3,952-12.1% |
| Admin fee / account holder | $3,462 | $4,995-30.7% | $6,182-44.0% | $6,261-44.7% |