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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 | $64,701 | $55,902+15.7% | $76,030-14.9% | $80,959-20.1% |
| Participation rate | 85.0% | 62.1%+22.9pp | 69.1%+15.9pp | 67.7%+17.3pp |
| Annual return | 11.15% | 20.59%-9.4pp | 361.54%-350.4pp | 35.67%-24.5pp |
| Employer contribution / active EE | $766 | $1,867-59.0% | $2,688-71.5% | $2,757-72.2% |
| Participant deferral / active EE | $3,685 | $3,051+20.8% | $4,257-13.4% | $4,300-14.3% |
| Admin fee / account holder | $1,262 | $5,239-75.9% | $6,421-80.3% | $6,925-81.8% |