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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 | $49,345 | $48,011+2.8% | $63,803-22.7% | $82,637-40.3% |
| Participation rate | 78.8% | 66.6%+12.2pp | 72.7%+6.1pp | 68.1%+10.7pp |
| Annual return | 16.38% | 19.84%-3.5pp | 543.72%-527.3pp | 53.51%-37.1pp |
| Employer contribution / active EE | $2,728 | $1,904+43.3% | $2,532+7.7% | $2,552+6.9% |
| Participant deferral / active EE | $2,571 | $2,846-9.7% | $3,843-33.1% | $4,126-37.7% |
| Admin fee / account holder | $11,168 | $3,873+188.3% | $5,196+114.9% | $7,339+52.2% |