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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 | $52,604 | $55,902-5.9% | $76,030-30.8% | $80,959-35.0% |
| Participation rate | 89.4% | 62.1%+27.3pp | 69.1%+20.3pp | 67.7%+21.7pp |
| Annual return | 13.42% | 20.59%-7.2pp | 361.54%-348.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,225 | $1,867+72.8% | $2,688+20.0% | $2,757+17.0% |
| Participant deferral / active EE | $8,190 | $3,051+168.5% | $4,257+92.4% | $4,300+90.5% |
| Admin fee / account holder | $6,609 | $5,239+26.1% | $6,421+2.9% | $6,925-4.6% |