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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 | $50,024 | $40,275+24.2% | $57,356-12.8% | $59,633-16.1% |
| Participation rate | 97.5% | 69.1%+28.4pp | 75.1%+22.4pp | 68.7%+28.8pp |
| Annual return | 4.63% | 27.52%-22.9pp | 24.41%-19.8pp | 2041.45%-2036.8pp |
| Employer contribution / active EE | $1,094 | $1,921-43.1% | $2,689-59.3% | $2,203-50.3% |
| Participant deferral / active EE | $1,090 | $2,400-54.6% | $3,162-65.5% | $3,192-65.9% |
| Admin fee / account holder | $5,039 | $2,820+78.7% | $3,357+50.1% | $4,297+17.3% |