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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 | $63,107 | $55,889+12.9% | $76,119-17.1% | $80,935-22.0% |
| Participation rate | 79.7% | 62.1%+17.6pp | 69.1%+10.6pp | 67.7%+12.0pp |
| Annual return | 18.96% | 20.58%-1.6pp | 361.25%-342.3pp | 35.66%-16.7pp |
| Employer contribution / active EE | $1,058 | $1,866-43.3% | $2,693-60.7% | $2,757-61.6% |
| Participant deferral / active EE | $3,374 | $3,051+10.6% | $4,259-20.8% | $4,299-21.5% |
| Admin fee / account holder | $5,920 | $5,241+12.9% | $6,421-7.8% | $6,924-14.5% |