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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 | $77,237 | $85,766-9.9% | $136,297-43.3% | $70,124+10.1% |
| Participation rate | 83.6% | 74.2%+9.4pp | 81.9%+1.6pp | 69.5%+14.0pp |
| Annual return | 16.50% | 31.45%-15.0pp | 5156.19%-5139.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $3,426 | $2,966+15.5% | $4,696-27.0% | $2,342+46.2% |
| Participant deferral / active EE | $5,290 | $5,051+4.7% | $6,247-15.3% | $3,332+58.8% |
| Admin fee / account holder | $6,170 | $5,420+13.8% | $9,244-33.3% | $4,645+32.8% |