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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 | $55,986 | $52,678+6.3% | $75,784-26.1% | $59,633-6.1% |
| Participation rate | 76.6% | 67.2%+9.3pp | 75.8%+0.7pp | 68.7%+7.9pp |
| Annual return | 21.69% | 2.95%+18.7pp | 9.68%+12.0pp | 2041.45%-2019.8pp |
| Employer contribution / active EE | $1,037 | $2,193-52.7% | $3,323-68.8% | $2,203-52.9% |
| Participant deferral / active EE | $1,896 | $2,591-26.8% | $3,652-48.1% | $3,192-40.6% |
| Admin fee / account holder | $7,213 | $3,610+99.8% | $5,300+36.1% | $4,297+67.9% |