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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 | $50,786 | $47,848+6.1% | $81,473-37.7% | $70,126-27.6% |
| Participation rate | 96.3% | 58.3%+38.0pp | 68.0%+28.3pp | 69.5%+26.8pp |
| Annual return | 18.81% | 27.25%-8.4pp | 38.78%-20.0pp | 73.15%-54.3pp |
| Employer contribution / active EE | $6,044 | $1,527+295.8% | $2,568+135.4% | $2,343+158.0% |
| Participant deferral / active EE | $7,194 | $2,453+193.3% | $3,537+103.4% | $3,332+115.9% |
| Admin fee / account holder | $1,254 | $3,145-60.1% | $4,561-72.5% | $4,645-73.0% |