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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 | $56,743 | $45,041+26.0% | $63,003-9.9% | $70,131-19.1% |
| Participation rate | 91.8% | 69.5%+22.3pp | 74.8%+17.0pp | 69.5%+22.3pp |
| Annual return | 12.38% | 18.76%-6.4pp | 87.59%-75.2pp | 73.14%-60.8pp |
| Employer contribution / active EE | $2,013 | $2,052-1.9% | $2,760-27.1% | $2,342-14.0% |
| Participant deferral / active EE | $2,482 | $2,465+0.7% | $3,329-25.4% | $3,332-25.5% |
| Admin fee / account holder | $1,486 | $2,836-47.6% | $3,600-58.7% | $4,645-68.0% |