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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 | $64,979 | $63,861+1.8% | $104,639-37.9% | $79,856-18.6% |
| Participation rate | 75.6% | 64.9%+10.6pp | 74.1%+1.5pp | 69.6%+5.9pp |
| Annual return | 17.89% | 21.30%-3.4pp | 340.67%-322.8pp | 31.71%-13.8pp |
| Employer contribution / active EE | $577 | $1,588-63.7% | $2,682-78.5% | $2,471-76.7% |
| Participant deferral / active EE | $5,395 | $2,693+100.3% | $3,738+44.3% | $3,741+44.2% |
| Admin fee / account holder | $1,464 | $4,185-65.0% | $6,465-77.4% | $5,306-72.4% |