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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 | $56,013 | $48,337+15.9% | $67,560-17.1% | $80,959-30.8% |
| Participation rate | 76.0% | 66.4%+9.6pp | 72.9%+3.1pp | 67.7%+8.3pp |
| Annual return | 15.64% | 18.26%-2.6pp | 3533.50%-3517.9pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,436 | $2,928+51.5% | $4,004+10.8% | $4,300+3.2% |
| Admin fee / account holder | $3,183 | $3,695-13.9% | $3,994-20.3% | $6,925-54.0% |