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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 | $55,697 | $47,944+16.2% | $67,834-17.9% | $62,881-11.4% |
| Participation rate | 96.3% | 61.1%+35.2pp | 68.8%+27.5pp | 69.3%+27.0pp |
| Annual return | 6.59% | 11.77%-5.2pp | 138.47%-131.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,735 | $1,562+75.1% | $2,403+13.8% | $2,281+19.9% |
| Participant deferral / active EE | $5,639 | $2,247+151.0% | $3,160+78.5% | $3,203+76.0% |
| Admin fee / account holder | $2,524 | $3,712-32.0% | $4,622-45.4% | $4,296-41.3% |