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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 | $65,693 | $117,859-44.3% | $102,438-35.9% | $145,959-55.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 14.42% | 31.72%-17.3pp | 29.37%-14.9pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,849 | $3,615-48.8% | $3,024-38.8% | $4,661-60.3% |
| Participant deferral / active EE | $2,629 | $5,732-54.1% | $5,054-48.0% | $6,689-60.7% |
| Admin fee / account holder | $23,123 | $13,318+73.6% | $9,448+144.7% | $13,398+72.6% |