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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 | $50,243 | $45,152+11.3% | $73,845-32.0% | $59,632-15.7% |
| Participation rate | 81.9% | 64.0%+17.9pp | 73.4%+8.5pp | 68.7%+13.3pp |
| Annual return | 2.33% | 27.40%-25.1pp | 2267.91%-2265.6pp | 2041.32%-2039.0pp |
| Employer contribution / active EE | $2,376 | $1,902+25.0% | $2,788-14.8% | $2,203+7.9% |
| Participant deferral / active EE | $5,408 | $2,574+110.1% | $3,583+50.9% | $3,192+69.4% |
| Admin fee / account holder | $2,613 | $3,516-25.7% | $4,881-46.5% | $4,297-39.2% |