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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 | $55,506 | $48,277+15.0% | $67,511-17.8% | $80,874-31.4% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.6%+7.4pp |
| Annual return | 14.30% | 18.27%-4.0pp | 3517.41%-3503.1pp | 35.62%-21.3pp |
| Employer contribution / active EE | $1,360 | $2,021-32.7% | $2,733-50.2% | $2,756-50.6% |
| Participant deferral / active EE | $2,778 | $2,926-5.1% | $4,000-30.6% | $4,297-35.3% |
| Admin fee / account holder | $818 | $3,687-77.8% | $3,999-79.5% | $6,935-88.2% |