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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 | $52,363 | $45,050+16.2% | $63,018-16.9% | $70,126-25.3% |
| Participation rate | 96.8% | 69.5%+27.3pp | 74.8%+22.0pp | 69.5%+27.2pp |
| Annual return | 13.03% | 18.76%-5.7pp | 87.62%-74.6pp | 73.15%-60.1pp |
| Employer contribution / active EE | $2,249 | $2,052+9.6% | $2,761-18.5% | $2,343-4.0% |
| Participant deferral / active EE | $1,741 | $2,466-29.4% | $3,330-47.7% | $3,332-47.7% |
| Admin fee / account holder | $5,266 | $2,834+85.8% | $3,601+46.3% | $4,645+13.4% |