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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 | $72,672 | $58,828+23.5% | $78,002-6.8% | $62,881+15.6% |
| Participation rate | 81.6% | 71.1%+10.5pp | 75.5%+6.1pp | 69.3%+12.3pp |
| Annual return | 5.91% | 17.16%-11.2pp | 425.99%-420.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,334 | $1,672-20.2% | $2,470-46.0% | $2,281-41.5% |
| Participant deferral / active EE | $3,650 | $2,686+35.9% | $3,497+4.4% | $3,203+14.0% |
| Admin fee / account holder | $5,867 | $4,393+33.5% | $5,481+7.0% | $4,296+36.6% |