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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 | $78,230 | $78,707-0.6% | $117,861-33.6% | $70,126+11.6% |
| Participation rate | 77.6% | 73.2%+4.4pp | 79.7%-2.1pp | 69.5%+8.0pp |
| Annual return | 17.77% | 23.30%-5.5pp | 335.11%-317.3pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,188 | $2,223-46.6% | $3,786-68.6% | $2,343-49.3% |
| Participant deferral / active EE | $1,665 | $3,297-49.5% | $4,482-62.8% | $3,332-50.0% |
| Admin fee / account holder | $1,077 | $5,066-78.7% | $8,021-86.6% | $4,645-76.8% |