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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 | $55,457-5.8% | $77,361-32.5% | $94,015-44.5% |
| Participation rate | 89.1% | 69.8%+19.3pp | 75.0%+14.1pp | 70.8%+18.3pp |
| Annual return | 13.52% | 15.57%-2.0pp | 1011.54%-998.0pp | 17.84%-4.3pp |
| Employer contribution / active EE | $2,953 | $2,255+31.0% | $2,990-1.2% | $2,790+5.8% |
| Participant deferral / active EE | $3,696 | $3,069+20.4% | $3,911-5.5% | $4,249-13.0% |
| Admin fee / account holder | $3,077 | $4,334-29.0% | $5,894-47.8% | $8,951-65.6% |