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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 | $57,795 | $49,249+17.4% | $70,476-18.0% | $79,852-27.6% |
| Participation rate | 92.1% | 69.2%+22.9pp | 75.1%+17.0pp | 69.6%+22.5pp |
| Annual return | 11.91% | 30.09%-18.2pp | 109.12%-97.2pp | 31.72%-19.8pp |
| Employer contribution / active EE | $1,398 | $2,100-33.5% | $2,738-49.0% | $2,471-43.4% |
| Participant deferral / active EE | $3,037 | $2,769+9.7% | $3,710-18.1% | $3,740-18.8% |
| Admin fee / account holder | $6,120 | $2,878+112.7% | $3,847+59.1% | $5,306+15.3% |