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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 | $81,500 | $45,050+80.9% | $63,018+29.3% | $70,126+16.2% |
| Participation rate | 94.8% | 69.5%+25.3pp | 74.8%+20.0pp | 69.5%+25.3pp |
| Annual return | 17.34% | 18.76%-1.4pp | 87.62%-70.3pp | 73.15%-55.8pp |
| Employer contribution / active EE | $1,328 | $2,052-35.3% | $2,761-51.9% | $2,343-43.3% |
| Participant deferral / active EE | $5,280 | $2,466+114.1% | $3,330+58.6% | $3,332+58.5% |
| Admin fee / account holder | $7,083 | $2,834+149.9% | $3,601+96.7% | $4,645+52.5% |