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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 | $55,114 | $58,311-5.5% | $81,882-32.7% | $80,959-31.9% |
| Participation rate | 75.7% | 63.5%+12.2pp | 72.4%+3.3pp | 67.7%+8.0pp |
| Annual return | 27.12% | 41.85%-14.7pp | 779.47%-752.4pp | 35.67%-8.6pp |
| Employer contribution / active EE | $3,417 | $2,347+45.6% | $2,916+17.2% | $2,757+23.9% |
| Participant deferral / active EE | $7,373 | $3,287+124.3% | $4,323+70.5% | $4,300+71.4% |
| Admin fee / account holder | $5,799 | $4,752+22.0% | $7,360-21.2% | $6,925-16.3% |