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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 | $50,598 | $55,889-9.5% | $76,119-33.5% | $80,935-37.5% |
| Participation rate | 80.6% | 62.1%+18.5pp | 69.1%+11.5pp | 67.7%+13.0pp |
| Annual return | 11.51% | 20.58%-9.1pp | 361.25%-349.7pp | 35.66%-24.1pp |
| Employer contribution / active EE | $2,332 | $1,866+25.0% | $2,693-13.4% | $2,757-15.4% |
| Participant deferral / active EE | $3,586 | $3,051+17.5% | $4,259-15.8% | $4,299-16.6% |
| Admin fee / account holder | $7,843 | $5,241+49.6% | $6,421+22.1% | $6,924+13.3% |