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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 | $56,803 | $56,110+1.2% | $94,993-40.2% | $70,126-19.0% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.9%+14.1pp | 69.5%+18.5pp |
| Annual return | 21.05% | 51.02%-30.0pp | 27.14%-6.1pp | 73.15%-52.1pp |
| Employer contribution / active EE | $5,253 | $1,442+264.2% | $2,603+101.8% | $2,343+124.2% |
| Participant deferral / active EE | $3,351 | $2,391+40.2% | $3,317+1.0% | $3,332+0.6% |
| Admin fee / account holder | $1,199 | $3,456-65.3% | $4,960-75.8% | $4,645-74.2% |