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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 | $70,067 | $84,236-16.8% | $170,435-58.9% | $70,126-0.1% |
| Participation rate | 79.2% | 70.8%+8.3pp | 83.6%-4.4pp | 69.5%+9.6pp |
| Annual return | 17.71% | 23.06%-5.4pp | 205.94%-188.2pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,446 | $3,387-57.3% | $5,432-73.4% | $2,343-38.3% |
| Participant deferral / active EE | $4,636 | $3,086+50.2% | $4,939-6.1% | $3,332+39.1% |
| Admin fee / account holder | $5,372 | $5,698-5.7% | $13,881-61.3% | $4,645+15.6% |