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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 | $56,028 | $45,050+24.4% | $63,018-11.1% | $70,126-20.1% |
| Participation rate | 89.3% | 69.5%+19.8pp | 74.8%+14.5pp | 69.5%+19.7pp |
| Annual return | 11.40% | 18.76%-7.4pp | 87.62%-76.2pp | 73.15%-61.7pp |
| Employer contribution / active EE | $2,102 | $2,052+2.4% | $2,761-23.9% | $2,343-10.3% |
| Participant deferral / active EE | $6,796 | $2,466+175.6% | $3,330+104.1% | $3,332+104.0% |
| Admin fee / account holder | $1,559 | $2,834-45.0% | $3,601-56.7% | $4,645-66.4% |