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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 | $55,548 | $93,346-40.5% | $71,796-22.6% | $273,972-79.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 11.39% | 130.39%-119.0pp | 78.04%-66.7pp | 41.46%-30.1pp |
| Employer contribution / active EE | $2,846 | $2,733+4.1% | $1,924+47.9% | $4,869-41.6% |
| Participant deferral / active EE | $6,894 | $3,475+98.4% | $2,794+146.7% | $5,287+30.4% |
| Admin fee / account holder | $414 | $6,571-93.7% | $4,815-91.4% | $10,133-95.9% |