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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 | $50,395 | $48,053+4.9% | $84,628-40.5% | $72,975-30.9% |
| Participation rate | 86.5% | 57.6%+28.9pp | 68.2%+18.2pp | 69.5%+17.0pp |
| Annual return | 24.40% | 37.39%-13.0pp | 258.80%-234.4pp | 81.01%-56.6pp |
| Employer contribution / active EE | $1,352 | $1,602-15.6% | $2,653-49.0% | $2,440-44.6% |
| Participant deferral / active EE | $2,072 | $2,681-22.7% | $3,900-46.9% | $3,608-42.6% |
| Admin fee / account holder | $552 | $3,395-83.7% | $4,914-88.8% | $5,124-89.2% |