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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 | $59,369 | $45,050+31.8% | $63,018-5.8% | $70,126-15.3% |
| Participation rate | 90.9% | 69.5%+21.4pp | 74.8%+16.1pp | 69.5%+21.4pp |
| Annual return | 13.46% | 18.76%-5.3pp | 87.62%-74.2pp | 73.15%-59.7pp |
| Employer contribution / active EE | $2,180 | $2,052+6.2% | $2,761-21.0% | $2,343-6.9% |
| Participant deferral / active EE | $2,180 | $2,466-11.6% | $3,330-34.5% | $3,332-34.6% |
| Admin fee / account holder | $608 | $2,834-78.6% | $3,601-83.1% | $4,645-86.9% |