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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 | $50,230 | $53,128-5.5% | $86,582-42.0% | $70,126-28.4% |
| Participation rate | 86.1% | 65.3%+20.8pp | 73.5%+12.6pp | 69.5%+16.6pp |
| Annual return | 16.30% | 27.66%-11.4pp | 965.08%-948.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,312 | $2,068-36.6% | $2,839-53.8% | $2,343-44.0% |
| Participant deferral / active EE | $5,321 | $2,695+97.4% | $3,609+47.5% | $3,332+59.7% |
| Admin fee / account holder | $4,424 | $3,584+23.5% | $4,904-9.8% | $4,645-4.8% |