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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 | $51,759 | $48,314+7.1% | $67,561-23.4% | $80,925-36.0% |
| Participation rate | 70.4% | 66.4%+4.0pp | 72.9%-2.5pp | 67.7%+2.8pp |
| Annual return | 11.58% | 18.28%-6.7pp | 3525.44%-3513.9pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,499 | $2,022-25.9% | $2,735-45.2% | $2,756-45.6% |
| Participant deferral / active EE | $2,512 | $2,927-14.2% | $4,003-37.3% | $4,299-41.6% |
| Admin fee / account holder | $10,862 | $3,690+194.4% | $4,006+171.2% | $6,940+56.5% |