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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 | $48,011+8.8% | $63,803-18.2% | $82,637-36.8% |
| Participation rate | 89.1% | 66.6%+22.5pp | 72.7%+16.4pp | 68.1%+21.0pp |
| Annual return | 13.52% | 19.84%-6.3pp | 543.72%-530.2pp | 53.51%-40.0pp |
| Employer contribution / active EE | $2,953 | $1,904+55.1% | $2,532+16.6% | $2,552+15.7% |
| Participant deferral / active EE | $3,696 | $2,846+29.8% | $3,843-3.8% | $4,126-10.4% |
| Admin fee / account holder | $3,077 | $3,873-20.6% | $5,196-40.8% | $7,339-58.1% |