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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 | $58,805 | $58,099+1.2% | $76,902-23.5% | $75,177-21.8% |
| Participation rate | 83.3% | 63.9%+19.4pp | 69.6%+13.7pp | 67.2%+16.1pp |
| Annual return | 15.39% | 26.71%-11.3pp | 37.91%-22.5pp | 160.75%-145.4pp |
| Employer contribution / active EE | $3,128 | $1,996+56.8% | $2,534+23.4% | $2,671+17.1% |
| Participant deferral / active EE | $3,474 | $2,999+15.8% | $3,833-9.4% | $4,126-15.8% |
| Admin fee / account holder | $2,002 | $4,778-58.1% | $5,479-63.5% | $5,651-64.6% |