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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 | $51,823 | $48,050+7.9% | $96,754-46.4% | $64,340-19.5% |
| Participation rate | 83.6% | 40.6%+43.0pp | 70.3%+13.3pp | 55.2%+28.4pp |
| Annual return | 17.92% | 23.41%-5.5pp | 82.04%-64.1pp | 24.14%-6.2pp |
| Employer contribution / active EE | $3,669 | $1,204+204.7% | $2,679+36.9% | $1,862+97.1% |
| Participant deferral / active EE | $6,653 | $2,191+203.6% | $4,758+39.8% | $2,980+123.2% |
| Admin fee / account holder | $4,120 | $3,741+10.1% | $8,905-53.7% | $3,703+11.3% |