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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 | $52,937 | $51,606+2.6% | $129,339-59.1% | $80,911-34.6% |
| Participation rate | 76.8% | 57.0%+19.8pp | 69.6%+7.2pp | 67.6%+9.1pp |
| Annual return | 15.24% | 20.76%-5.5pp | 9437.05%-9421.8pp | 35.63%-20.4pp |
| Employer contribution / active EE | $1,986 | $1,582+25.5% | $4,154-52.2% | $2,756-27.9% |
| Participant deferral / active EE | $4,581 | $2,669+71.7% | $4,170+9.9% | $4,297+6.6% |
| Admin fee / account holder | $3,531 | $4,310-18.1% | $7,668-54.0% | $6,935-49.1% |