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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 | $68,363 | $45,050+51.7% | $63,018+8.5% | $70,126-2.5% |
| Participation rate | 90.3% | 69.5%+20.8pp | 74.8%+15.5pp | 69.5%+20.8pp |
| Annual return | 11.44% | 18.76%-7.3pp | 87.62%-76.2pp | 73.15%-61.7pp |
| Employer contribution / active EE | $721 | $2,052-64.9% | $2,761-73.9% | $2,343-69.2% |
| Participant deferral / active EE | $5,392 | $2,466+118.7% | $3,330+61.9% | $3,332+61.8% |
| Admin fee / account holder | $29,731 | $2,834+949.1% | $3,601+725.7% | $4,645+540.0% |