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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 | $75,486 | $58,828+28.3% | $78,002-3.2% | $62,881+20.0% |
| Participation rate | 83.6% | 71.1%+12.6pp | 75.5%+8.1pp | 69.3%+14.3pp |
| Annual return | 5.83% | 17.16%-11.3pp | 425.99%-420.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,091 | $1,672-34.7% | $2,470-55.8% | $2,281-52.2% |
| Participant deferral / active EE | $3,151 | $2,686+17.3% | $3,497-9.9% | $3,203-1.6% |
| Admin fee / account holder | $6,169 | $4,393+40.4% | $5,481+12.6% | $4,296+43.6% |