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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 | $73,308 | $77,416-5.3% | $69,464+5.5% | $152,897-52.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.5%+0.9pp |
| Annual return | 14.35% | 39.08%-24.7pp | 28.98%-14.6pp | 345.43%-331.1pp |
| Employer contribution / active EE | $1,656 | $3,315-50.0% | $2,779-40.4% | $4,764-65.2% |
| Participant deferral / active EE | $1,795 | $4,413-59.3% | $3,536-49.2% | $5,851-69.3% |
| Admin fee / account holder | $822 | $6,208-86.8% | $3,840-78.6% | $11,599-92.9% |