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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 | $66,984 | $48,364+38.5% | $71,796-6.7% | $62,881+6.5% |
| Participation rate | 91.3% | 60.6%+30.7pp | 69.1%+22.2pp | 69.3%+22.0pp |
| Annual return | 8.64% | 13.16%-4.5pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,096 | $1,042+5.2% | $1,924-43.1% | $2,281-52.0% |
| Participant deferral / active EE | $4,177 | $2,091+99.7% | $2,794+49.5% | $3,203+30.4% |
| Admin fee / account holder | $529 | $3,771-86.0% | $4,815-89.0% | $4,296-87.7% |