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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 | $65,291 | $58,828+11.0% | $78,002-16.3% | $62,881+3.8% |
| Participation rate | 79.4% | 71.1%+8.3pp | 75.5%+3.8pp | 69.3%+10.1pp |
| Annual return | 5.14% | 17.16%-12.0pp | 425.99%-420.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,059 | $1,672-36.7% | $2,470-57.1% | $2,281-53.6% |
| Participant deferral / active EE | $3,340 | $2,686+24.4% | $3,497-4.5% | $3,203+4.3% |
| Admin fee / account holder | $6,788 | $4,393+54.5% | $5,481+23.8% | $4,296+58.0% |