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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 | $50,554+3.3% | $67,681-22.8% | $87,485-40.3% |
| Participation rate | 89.1% | 67.7%+21.4pp | 73.7%+15.4pp | 68.9%+20.2pp |
| Annual return | 13.52% | 17.81%-4.3pp | 590.58%-577.1pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,953 | $1,988+48.5% | $2,678+10.3% | $2,596+13.7% |
| Participant deferral / active EE | $3,696 | $2,961+24.8% | $3,976-7.0% | $4,274-13.5% |
| Admin fee / account holder | $3,077 | $4,132-25.5% | $6,100-49.6% | $7,775-60.4% |