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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 | $55,778 | $65,034-14.2% | $90,970-38.7% | $79,856-30.2% |
| Participation rate | 92.9% | 61.6%+31.2pp | 69.0%+23.8pp | 69.6%+23.2pp |
| Annual return | 13.53% | 30.45%-16.9pp | 134.60%-121.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,380 | $1,247+90.8% | $2,122+12.2% | $2,471-3.7% |
| Participant deferral / active EE | $2,184 | $2,512-13.1% | $3,373-35.2% | $3,741-41.6% |
| Admin fee / account holder | $327 | $4,536-92.8% | $5,961-94.5% | $5,306-93.8% |