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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 | $70,997 | $78,707-9.8% | $117,861-39.8% | $70,126+1.2% |
| Participation rate | 75.8% | 73.2%+2.6pp | 79.7%-3.9pp | 69.5%+6.2pp |
| Annual return | 21.52% | 23.30%-1.8pp | 335.11%-313.6pp | 73.15%-51.6pp |
| Employer contribution / active EE | $1,168 | $2,223-47.5% | $3,786-69.1% | $2,343-50.1% |
| Participant deferral / active EE | $5,839 | $3,297+77.1% | $4,482+30.3% | $3,332+75.2% |
| Admin fee / account holder | $5,572 | $5,066+10.0% | $8,021-30.5% | $4,645+19.9% |