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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 | $56,385 | $51,466+9.6% | $78,778-28.4% | $62,293-9.5% |
| Participation rate | 81.7% | 59.8%+21.9pp | 69.2%+12.5pp | 69.5%+12.1pp |
| Annual return | 15.21% | 19.96%-4.7pp | 35.62%-20.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,114 | $827+34.7% | $1,986-43.9% | $2,042-45.4% |
| Participant deferral / active EE | $2,297 | $2,147+7.0% | $2,958-22.3% | $3,169-27.5% |
| Admin fee / account holder | $11,015 | $489+2151.1% | $5,134+114.6% | $479+2198.0% |