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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 | $54,851 | $54,757+0.2% | $90,304-39.3% | $72,975-24.8% |
| Participation rate | 96.4% | 65.2%+31.2pp | 73.3%+23.1pp | 69.5%+26.9pp |
| Annual return | 23.40% | 30.63%-7.2pp | 78.13%-54.7pp | 81.01%-57.6pp |
| Employer contribution / active EE | $2,708 | $2,093+29.4% | $2,855-5.1% | $2,440+11.0% |
| Participant deferral / active EE | $1,537 | $2,887-46.8% | $3,885-60.5% | $3,608-57.4% |
| Admin fee / account holder | $1,463 | $3,973-63.2% | $5,354-72.7% | $5,124-71.4% |