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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 | $50,988 | $43,730+16.6% | $121,208-57.9% | $64,181-20.6% |
| Participation rate | 93.3% | 58.3%+35.0pp | 71.8%+21.6pp | 69.6%+23.8pp |
| Annual return | 9.01% | 68.94%-59.9pp | 16.93%-7.9pp | 7.63%+1.4pp |
| Employer contribution / active EE | $2,624 | $1,297+102.4% | $4,023-34.8% | $2,381+10.2% |
| Participant deferral / active EE | $2,981 | $2,281+30.7% | $3,345-10.9% | $3,470-14.1% |
| Admin fee / account holder | $4,651 | $3,502+32.8% | $5,020-7.4% | $4,887-4.8% |