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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 | $52,988 | $63,355-16.4% | $91,989-42.4% | $72,986-27.4% |
| Participation rate | 90.2% | 72.5%+17.7pp | 78.6%+11.6pp | 69.5%+20.8pp |
| Annual return | 126.23% | 35.35%+90.9pp | 69.02%+57.2pp | 81.01%+45.2pp |
| Employer contribution / active EE | $2,212 | $2,116+4.6% | $3,452-35.9% | $2,440-9.3% |
| Participant deferral / active EE | $4,451 | $4,883-8.8% | $5,923-24.9% | $3,607+23.4% |
| Admin fee / account holder | $7,552 | $4,668+61.8% | $7,743-2.5% | $5,124+47.4% |