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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 | $70,276 | $98,766-28.8% | $149,730-53.1% | $79,852-12.0% |
| Participation rate | 86.6% | 75.8%+10.8pp | 82.5%+4.1pp | 69.6%+16.9pp |
| Annual return | 13.74% | 27.43%-13.7pp | 276.70%-263.0pp | 31.72%-18.0pp |
| Employer contribution / active EE | $1,859 | $3,217-42.2% | $4,645-60.0% | $2,471-24.8% |
| Participant deferral / active EE | $6,079 | $5,681+7.0% | $6,843-11.2% | $3,740+62.5% |
| Admin fee / account holder | $2,987 | $6,052-50.6% | $9,310-67.9% | $5,306-43.7% |