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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 | $59,249 | $45,050+31.5% | $63,018-6.0% | $70,126-15.5% |
| Participation rate | 98.0% | 69.5%+28.5pp | 74.8%+23.2pp | 69.5%+28.5pp |
| Annual return | 13.70% | 18.76%-5.1pp | 87.62%-73.9pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,344 | $2,052-34.5% | $2,761-51.3% | $2,343-42.6% |
| Participant deferral / active EE | $2,172 | $2,466-11.9% | $3,330-34.8% | $3,332-34.8% |
| Admin fee / account holder | $9,551 | $2,834+237.0% | $3,601+165.3% | $4,645+105.6% |