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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 | $85,016 | $88,672-4.1% | $105,223-19.2% | $82,448+3.1% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 14.56% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $885 | $3,048-71.0% | $3,689-76.0% | $2,551-65.3% |
| Participant deferral / active EE | $5,961 | $4,036+47.7% | $5,072+17.5% | $4,139+44.0% |
| Admin fee / account holder | $5,348 | $7,146-25.2% | $8,859-39.6% | $7,234-26.1% |