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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 | $64,717 | $77,920-16.9% | $149,723-56.8% | $75,177-13.9% |
| Participation rate | 94.7% | 65.6%+29.2pp | 78.8%+16.0pp | 67.2%+27.5pp |
| Annual return | 14.73% | 31.72%-17.0pp | 134.50%-119.8pp | 160.75%-146.0pp |
| Employer contribution / active EE | $951 | $3,138-69.7% | $4,821-80.3% | $2,671-64.4% |
| Participant deferral / active EE | $1,011 | $3,411-70.4% | $5,682-82.2% | $4,126-75.5% |
| Admin fee / account holder | $4,341 | $5,951-27.0% | $13,215-67.1% | $5,651-23.2% |