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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 | $51,642+2.5% | $129,384-59.1% | $80,935-34.6% |
| Participation rate | 76.8% | 56.9%+19.9pp | 69.6%+7.2pp | 67.7%+9.1pp |
| Annual return | 15.24% | 20.78%-5.5pp | 9461.77%-9446.5pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,986 | $1,583+25.5% | $4,153-52.2% | $2,757-28.0% |
| Participant deferral / active EE | $4,581 | $2,670+71.6% | $4,166+10.0% | $4,299+6.6% |
| Admin fee / account holder | $3,531 | $4,312-18.1% | $7,686-54.1% | $6,924-49.0% |