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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 | $54,680 | $177,595-69.2% | $148,496-63.2% | $198,609-72.5% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 3.67% | 9.97%-6.3pp | 12.33%-8.7pp | 202.70%-199.0pp |
| Employer contribution / active EE | $1,062 | $4,098-74.1% | $3,497-69.6% | $5,055-79.0% |
| Participant deferral / active EE | $4,572 | $5,539-17.5% | $4,808-4.9% | $6,977-34.5% |
| Admin fee / account holder | $3,201 | $27,010-88.1% | $19,547-83.6% | $19,030-83.2% |