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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 | $67,312 | $96,524-30.3% | $75,900-11.3% | $152,909-56.0% |
| Participation rate | 94.1% | 76.2%+17.9pp | 69.3%+24.8pp | 82.5%+11.7pp |
| Annual return | 16.43% | 33.93%-17.5pp | 30.73%-14.3pp | 345.46%-329.0pp |
| Employer contribution / active EE | $1,463 | $3,311-55.8% | $2,501-41.5% | $4,764-69.3% |
| Participant deferral / active EE | $3,958 | $4,554-13.1% | $3,604+9.8% | $5,851-32.4% |
| Admin fee / account holder | $3,194 | $8,082-60.5% | $5,421-41.1% | $11,601-72.5% |