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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 | $66,127 | $62,672+5.5% | $185,117-64.3% | $70,126-5.7% |
| Participation rate | 96.2% | 63.8%+32.4pp | 77.3%+19.0pp | 69.5%+26.7pp |
| Annual return | 17.17% | 40.79%-23.6pp | 40.50%-23.3pp | 73.15%-56.0pp |
| Employer contribution / active EE | $3,304 | $1,753+88.4% | $4,182-21.0% | $2,343+41.0% |
| Participant deferral / active EE | $2,509 | $3,272-23.3% | $5,045-50.3% | $3,332-24.7% |
| Admin fee / account holder | $590 | $3,932-85.0% | $8,159-92.8% | $4,645-87.3% |