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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 | $69,981 | $85,766-18.4% | $136,298-48.7% | $70,126-0.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 21.89% | 31.46%-9.6pp | 5156.27%-5134.4pp | 73.15%-51.3pp |
| Employer contribution / active EE | $2,196 | $2,966-25.9% | $4,696-53.2% | $2,343-6.2% |
| Participant deferral / active EE | $3,490 | $5,051-30.9% | $6,247-44.1% | $3,332+4.8% |
| Admin fee / account holder | $2,315 | $5,421-57.3% | $9,244-75.0% | $4,645-50.2% |