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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 | $53,614 | $89,367-40.0% | $141,191-62.0% | $72,975-26.5% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.5%-1.0pp | 69.5%+12.0pp |
| Annual return | 23.88% | 111.87%-88.0pp | 71.41%-47.5pp | 81.01%-57.1pp |
| Employer contribution / active EE | $2,211 | $3,115-29.0% | $4,736-53.3% | $2,440-9.4% |
| Participant deferral / active EE | $5,349 | $5,419-1.3% | $6,710-20.3% | $3,608+48.3% |
| Admin fee / account holder | $741 | $5,957-87.6% | $10,264-92.8% | $5,124-85.5% |