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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 | $65,302 | $57,541+13.5% | $95,728-31.8% | $75,181-13.1% |
| Participation rate | 83.7% | 62.5%+21.2pp | 72.3%+11.4pp | 67.2%+16.5pp |
| Annual return | 15.39% | 34.93%-19.5pp | 28.40%-13.0pp | 160.69%-145.3pp |
| Employer contribution / active EE | $2,516 | $1,808+39.2% | $2,835-11.3% | $2,671-5.8% |
| Participant deferral / active EE | $3,370 | $3,074+9.6% | $4,245-20.6% | $4,126-18.3% |
| Admin fee / account holder | $1,002 | $4,099-75.6% | $5,673-82.3% | $5,650-82.3% |