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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 | $69,975 | $85,766-18.4% | $136,298-48.7% | $70,126-0.2% |
| Participation rate | 79.1% | 74.2%+4.9pp | 81.9%-2.8pp | 69.5%+9.6pp |
| Annual return | 16.76% | 31.46%-14.7pp | 5156.27%-5139.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $790 | $2,966-73.4% | $4,696-83.2% | $2,343-66.3% |
| Participant deferral / active EE | $4,907 | $5,051-2.9% | $6,247-21.5% | $3,332+47.3% |
| Admin fee / account holder | $5,683 | $5,421+4.8% | $9,244-38.5% | $4,645+22.3% |