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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 | $61,008 | $62,672-2.7% | $185,117-67.0% | $70,126-13.0% |
| Participation rate | 86.1% | 63.8%+22.3pp | 77.3%+8.8pp | 69.5%+16.6pp |
| Annual return | 14.14% | 40.79%-26.6pp | 40.50%-26.4pp | 73.15%-59.0pp |
| Employer contribution / active EE | $2,234 | $1,753+27.4% | $4,182-46.6% | $2,343-4.6% |
| Participant deferral / active EE | $3,077 | $3,272-5.9% | $5,045-39.0% | $3,332-7.6% |
| Admin fee / account holder | $928 | $3,932-76.4% | $8,159-88.6% | $4,645-80.0% |