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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 | $66,411 | $47,848+38.8% | $81,473-18.5% | $70,124-5.3% |
| Participation rate | 71.1% | 58.3%+12.8pp | 68.0%+3.1pp | 69.5%+1.5pp |
| Annual return | 47.85% | 27.25%+20.6pp | 38.78%+9.1pp | 73.14%-25.3pp |
| Employer contribution / active EE | $1,118 | $1,527-26.8% | $2,568-56.5% | $2,342-52.3% |
| Participant deferral / active EE | $2,336 | $2,453-4.8% | $3,537-33.9% | $3,332-29.9% |
| Admin fee / account holder | $1,329 | $3,145-57.8% | $4,561-70.9% | $4,645-71.4% |