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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 | $65,973 | $98,766-33.2% | $149,730-55.9% | $79,852-17.4% |
| Participation rate | 88.7% | 75.8%+12.9pp | 82.5%+6.2pp | 69.6%+19.0pp |
| Annual return | 18.19% | 27.43%-9.2pp | 276.70%-258.5pp | 31.72%-13.5pp |
| Employer contribution / active EE | $1,475 | $3,217-54.2% | $4,645-68.3% | $2,471-40.3% |
| Participant deferral / active EE | $3,757 | $5,681-33.9% | $6,843-45.1% | $3,740+0.4% |
| Admin fee / account holder | $2,813 | $6,052-53.5% | $9,310-69.8% | $5,306-47.0% |