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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 | $56,850 | $40,275+41.2% | $57,356-0.9% | $59,633-4.7% |
| Participation rate | 82.7% | 69.1%+13.5pp | 75.1%+7.6pp | 68.7%+14.0pp |
| Annual return | 3.68% | 27.52%-23.8pp | 24.41%-20.7pp | 2041.45%-2037.8pp |
| Employer contribution / active EE | $2,590 | $1,921+34.8% | $2,689-3.7% | $2,203+17.6% |
| Participant deferral / active EE | $2,595 | $2,400+8.1% | $3,162-17.9% | $3,192-18.7% |
| Admin fee / account holder | $615 | $2,820-78.2% | $3,357-81.7% | $4,297-85.7% |