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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 | $52,220 | $47,479+10.0% | $62,929-17.0% | $82,448-36.7% |
| Participation rate | 89.1% | 66.9%+22.2pp | 73.1%+16.0pp | 68.1%+21.0pp |
| Annual return | 13.52% | 20.34%-6.8pp | 1063.93%-1050.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,953 | $1,885+56.6% | $2,505+17.9% | $2,551+15.8% |
| Participant deferral / active EE | $3,696 | $2,870+28.7% | $3,888-5.0% | $4,139-10.7% |
| Admin fee / account holder | $3,077 | $3,804-19.1% | $5,065-39.2% | $7,234-57.5% |