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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 | $55,563 | $48,364+14.9% | $71,796-22.6% | $62,881-11.6% |
| Participation rate | 91.2% | 60.6%+30.6pp | 69.1%+22.1pp | 69.3%+21.9pp |
| Annual return | 6.08% | 13.16%-7.1pp | 78.04%-72.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,058 | $1,042+97.6% | $1,924+7.0% | $2,281-9.8% |
| Participant deferral / active EE | $1,595 | $2,091-23.7% | $2,794-42.9% | $3,203-50.2% |
| Admin fee / account holder | $9,249 | $3,771+145.2% | $4,815+92.1% | $4,296+115.3% |