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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 | $51,616 | $47,944+7.7% | $67,834-23.9% | $62,881-17.9% |
| Participation rate | 98.2% | 61.1%+37.2pp | 68.8%+29.4pp | 69.3%+28.9pp |
| Annual return | 6.54% | 11.77%-5.2pp | 138.47%-131.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,341 | $1,562+113.9% | $2,403+39.0% | $2,281+46.5% |
| Participant deferral / active EE | $4,574 | $2,247+103.6% | $3,160+44.8% | $3,203+42.8% |
| Admin fee / account holder | $2,514 | $3,712-32.3% | $4,622-45.6% | $4,296-41.5% |