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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 | $50,377 | $80,763-37.6% | $102,412-50.8% | $74,459-32.3% |
| Participation rate | 78.3% | 65.7%+12.6pp | 74.5%+3.8pp | 67.2%+11.1pp |
| Annual return | 12.49% | 27.57%-15.1pp | 24.94%-12.4pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,469 | $3,160-53.5% | $3,870-62.1% | $2,626-44.1% |
| Participant deferral / active EE | $3,522 | $3,862-8.8% | $5,060-30.4% | $4,350-19.0% |
| Admin fee / account holder | $3,561 | $2,371+50.2% | $8,388-57.5% | $1,945+83.1% |