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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 | $45,041+51.8% | $63,003+8.5% | $70,131-2.5% |
| Participation rate | 90.3% | 69.5%+20.8pp | 74.8%+15.5pp | 69.5%+20.8pp |
| Annual return | 11.44% | 18.76%-7.3pp | 87.59%-76.1pp | 73.14%-61.7pp |
| Employer contribution / active EE | $721 | $2,052-64.9% | $2,760-73.9% | $2,342-69.2% |
| Participant deferral / active EE | $5,392 | $2,465+118.7% | $3,329+62.0% | $3,332+61.8% |
| Admin fee / account holder | $29,731 | $2,836+948.5% | $3,600+725.8% | $4,645+540.0% |