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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 | $51,483 | $45,872+12.2% | $77,100-33.2% | $68,490-24.8% |
| Participation rate | 93.2% | 55.9%+37.2pp | 67.9%+25.2pp | 67.9%+25.3pp |
| Annual return | 56.89% | 1.73%+55.2pp | 42.35%+14.5pp | -7.85%+64.7pp |
| Employer contribution / active EE | $3,427 | $1,650+107.7% | $2,815+21.7% | $2,597+32.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,795 | $3,041-41.0% | $5,443-67.0% | $5,403-66.8% |