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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 | $84,549 | $45,050+87.7% | $63,018+34.2% | $70,126+20.6% |
| Participation rate | 91.3% | 69.5%+21.7pp | 74.8%+16.4pp | 69.5%+21.7pp |
| Annual return | 14.27% | 18.76%-4.5pp | 87.62%-73.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,418 | $2,052-30.9% | $2,761-48.6% | $2,343-39.5% |
| Participant deferral / active EE | $2,400 | $2,466-2.6% | $3,330-27.9% | $3,332-28.0% |
| Admin fee / account holder | $4,854 | $2,834+71.3% | $3,601+34.8% | $4,645+4.5% |