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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 | $50,896 | $45,050+13.0% | $63,018-19.2% | $70,126-27.4% |
| Participation rate | 81.9% | 69.5%+12.4pp | 74.8%+7.1pp | 69.5%+12.4pp |
| Annual return | 13.31% | 18.76%-5.5pp | 87.62%-74.3pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,478 | $2,052-28.0% | $2,761-46.5% | $2,343-36.9% |
| Participant deferral / active EE | $4,518 | $2,466+83.3% | $3,330+35.7% | $3,332+35.6% |
| Admin fee / account holder | $6,310 | $2,834+122.7% | $3,601+75.2% | $4,645+35.8% |