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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 | $53,885 | $49,896+8.0% | $80,627-33.2% | $75,173-28.3% |
| Participation rate | 95.9% | 55.3%+40.6pp | 67.0%+28.9pp | 67.2%+28.7pp |
| Annual return | 16.75% | 34.67%-17.9pp | 936.76%-920.0pp | 160.72%-144.0pp |
| Employer contribution / active EE | $903 | $1,699-46.8% | $2,723-66.8% | $2,671-66.2% |
| Participant deferral / active EE | $3,488 | $2,992+16.6% | $4,443-21.5% | $4,126-15.5% |
| Admin fee / account holder | $1,083 | $3,578-69.7% | $5,381-79.9% | $5,651-80.8% |