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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 | $70,477 | $85,766-17.8% | $136,298-48.3% | $70,126+0.5% |
| Participation rate | 81.1% | 74.2%+7.0pp | 81.9%-0.8pp | 69.5%+11.6pp |
| Annual return | 17.81% | 31.46%-13.6pp | 5156.27%-5138.5pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,832 | $2,966-38.2% | $4,696-61.0% | $2,343-21.8% |
| Participant deferral / active EE | $4,778 | $5,051-5.4% | $6,247-23.5% | $3,332+43.4% |
| Admin fee / account holder | $4,843 | $5,421-10.7% | $9,244-47.6% | $4,645+4.3% |