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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 | $59,171 | $63,861-7.3% | $104,614-43.4% | $79,858-25.9% |
| Participation rate | 89.5% | 64.9%+24.6pp | 74.1%+15.5pp | 69.6%+19.9pp |
| Annual return | 28.36% | 21.30%+7.1pp | 340.56%-312.2pp | 31.72%-3.4pp |
| Employer contribution / active EE | $2,136 | $1,588+34.5% | $2,681-20.3% | $2,471-13.5% |
| Participant deferral / active EE | $3,963 | $2,693+47.1% | $3,739+6.0% | $3,740+5.9% |
| Admin fee / account holder | $2,053 | $4,185-50.9% | $6,464-68.2% | $5,306-61.3% |