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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 | $57,750 | $32,037+80.3% | $69,182-16.5% | $62,881-8.2% |
| Participation rate | 81.0% | 43.4%+37.6pp | 55.1%+25.9pp | 69.3%+11.7pp |
| Annual return | 6.32% | 15.16%-8.8pp | -21.93%+28.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,295 | $679+237.9% | $1,206+90.2% | $2,281+0.6% |
| Participant deferral / active EE | $4,526 | $1,185+281.8% | $1,897+138.6% | $3,203+41.3% |
| Admin fee / account holder | $4,710 | $2,608+80.6% | $2,697+74.7% | $4,296+9.6% |