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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 | $65,445 | $55,902+17.1% | $76,030-13.9% | $80,959-19.2% |
| Participation rate | 85.0% | 62.1%+22.9pp | 69.1%+15.9pp | 67.7%+17.3pp |
| Annual return | 17.65% | 20.59%-2.9pp | 361.54%-343.9pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,518 | $1,867-18.7% | $2,688-43.5% | $2,757-44.9% |
| Participant deferral / active EE | $2,534 | $3,051-16.9% | $4,257-40.5% | $4,300-41.1% |
| Admin fee / account holder | $3,037 | $5,239-42.0% | $6,421-52.7% | $6,925-56.1% |