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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 | $81,996 | $85,766-4.4% | $136,298-39.8% | $70,126+16.9% |
| Participation rate | 70.2% | 74.2%-4.0pp | 81.9%-11.7pp | 69.5%+0.6pp |
| Annual return | 21.18% | 31.46%-10.3pp | 5156.27%-5135.1pp | 73.15%-52.0pp |
| Employer contribution / active EE | $690 | $2,966-76.7% | $4,696-85.3% | $2,343-70.5% |
| Participant deferral / active EE | $5,987 | $5,051+18.5% | $6,247-4.2% | $3,332+79.7% |
| Admin fee / account holder | $8,843 | $5,421+63.1% | $9,244-4.3% | $4,645+90.3% |