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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 | $51,167 | $48,364+5.8% | $71,796-28.7% | $62,881-18.6% |
| Participation rate | 71.4% | 60.6%+10.8pp | 69.1%+2.3pp | 69.3%+2.1pp |
| Annual return | 6.88% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,800 | $1,042+72.8% | $1,924-6.4% | $2,281-21.1% |
| Participant deferral / active EE | $1,972 | $2,091-5.7% | $2,794-29.4% | $3,203-38.4% |
| Admin fee / account holder | $1,511 | $3,771-59.9% | $4,815-68.6% | $4,296-64.8% |