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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 | $51,763 | $45,050+14.9% | $63,018-17.9% | $70,126-26.2% |
| Participation rate | 97.3% | 69.5%+27.8pp | 74.8%+22.5pp | 69.5%+27.8pp |
| Annual return | 13.35% | 18.76%-5.4pp | 87.62%-74.3pp | 73.15%-59.8pp |
| Employer contribution / active EE | $457 | $2,052-77.7% | $2,761-83.4% | $2,343-80.5% |
| Participant deferral / active EE | $988 | $2,466-59.9% | $3,330-70.3% | $3,332-70.3% |
| Admin fee / account holder | $3,999 | $2,834+41.1% | $3,601+11.1% | $4,645-13.9% |