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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 | $64,489 | $46,596+38.4% | $64,099+0.6% | $75,181-14.2% |
| Participation rate | 98.1% | 65.9%+32.2pp | 72.3%+25.8pp | 67.2%+30.9pp |
| Annual return | 12.64% | 26.04%-13.4pp | 33.70%-21.1pp | 160.69%-148.0pp |
| Employer contribution / active EE | $2,666 | $1,975+35.0% | $2,748-3.0% | $2,671-0.2% |
| Participant deferral / active EE | $3,885 | $2,837+36.9% | $3,881+0.1% | $4,126-5.8% |
| Admin fee / account holder | $1,703 | $2,954-42.4% | $3,070-44.5% | $5,650-69.9% |