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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 | $55,021 | $58,258-5.6% | $81,820-32.8% | $80,925-32.0% |
| Participation rate | 87.4% | 63.5%+23.9pp | 72.4%+15.0pp | 67.7%+19.7pp |
| Annual return | 16.05% | 41.76%-25.7pp | 777.93%-761.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $2,612 | $2,345+11.4% | $2,915-10.4% | $2,756-5.2% |
| Participant deferral / active EE | $4,300 | $3,284+30.9% | $4,323-0.5% | $4,2990% |
| Admin fee / account holder | $1,608 | $4,976-67.7% | $7,391-78.2% | $6,940-76.8% |