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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 | $60,183 | $52,279+15.1% | $89,435-32.7% | $79,856-24.6% |
| Participation rate | 95.6% | 57.5%+38.0pp | 68.0%+27.6pp | 69.6%+25.9pp |
| Annual return | 16.19% | 22.16%-6.0pp | 245.55%-229.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,332 | $1,572-15.2% | $2,587-48.5% | $2,471-46.1% |
| Participant deferral / active EE | $5,490 | $2,740+100.3% | $3,890+41.1% | $3,741+46.8% |
| Admin fee / account holder | $486 | $3,356-85.5% | $4,884-90.1% | $5,306-90.8% |