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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 | $52,960 | $46,877+13.0% | $122,354-56.7% | $70,126-24.5% |
| Participation rate | 97.4% | 58.2%+39.2pp | 71.6%+25.7pp | 69.5%+27.8pp |
| Annual return | 13.13% | 24.22%-11.1pp | 30.28%-17.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $2,095 | $1,288+62.6% | $4,051-48.3% | $2,343-10.6% |
| Participant deferral / active EE | $2,874 | $2,167+32.6% | $3,287-12.6% | $3,332-13.7% |
| Admin fee / account holder | $7,661 | $3,324+130.5% | $5,479+39.8% | $4,645+64.9% |