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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 | $60,048 | $58,828+2.1% | $78,002-23.0% | $62,881-4.5% |
| Participation rate | 93.2% | 71.1%+22.1pp | 75.5%+17.6pp | 69.3%+23.8pp |
| Annual return | 6.39% | 17.16%-10.8pp | 425.99%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,729 | $1,672+3.5% | $2,470-30.0% | $2,281-24.2% |
| Participant deferral / active EE | $3,235 | $2,686+20.5% | $3,497-7.5% | $3,203+1.0% |
| Admin fee / account holder | $893 | $4,393-79.7% | $5,481-83.7% | $4,296-79.2% |