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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 | $59,219 | $48,364+22.4% | $71,796-17.5% | $62,881-5.8% |
| Participation rate | 90.9% | 60.6%+30.3pp | 69.1%+21.8pp | 69.3%+21.6pp |
| Annual return | 8.13% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,790 | $1,042+71.8% | $1,924-7.0% | $2,281-21.5% |
| Participant deferral / active EE | $3,471 | $2,091+66.0% | $2,794+24.2% | $3,203+8.4% |
| Admin fee / account holder | $2,025 | $3,771-46.3% | $4,815-57.9% | $4,296-52.9% |