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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 | $60,445 | $48,364+25.0% | $71,796-15.8% | $62,881-3.9% |
| Participation rate | 78.4% | 60.6%+17.8pp | 69.1%+9.3pp | 69.3%+9.1pp |
| Annual return | 11.77% | 13.16%-1.4pp | 78.04%-66.3pp | 20.14%-8.4pp |
| Employer contribution / active EE | $3,282 | $1,042+215.0% | $1,924+70.5% | $2,281+43.9% |
| Participant deferral / active EE | $2,584 | $2,091+23.6% | $2,794-7.5% | $3,203-19.3% |
| Admin fee / account holder | $1,040 | $3,771-72.4% | $4,815-78.4% | $4,296-75.8% |