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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 | $54,963 | $57,108-3.8% | $94,229-41.7% | $52,331+5.0% |
| Participation rate | 80.2% | 72.9%+7.2pp | 78.8%+1.4pp | 68.1%+12.1pp |
| Annual return | 57.28% | 1.47%+55.8pp | 10.68%+46.6pp | 4.54%+52.7pp |
| Employer contribution / active EE | $1,648 | $1,735-5.0% | $3,587-54.1% | $1,882-12.4% |
| Participant deferral / active EE | $3,007 | $3,040-1.1% | $4,320-30.4% | $3,022-0.5% |
| Admin fee / account holder | $5,601 | $546+924.9% | $6,269-10.7% | $592+846.7% |