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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 | $81,947 | $53,128+54.2% | $86,582-5.4% | $70,126+16.9% |
| Participation rate | 71.0% | 65.3%+5.7pp | 73.5%-2.6pp | 69.5%+1.4pp |
| Annual return | 23.87% | 27.66%-3.8pp | 965.08%-941.2pp | 73.15%-49.3pp |
| Employer contribution / active EE | $873 | $2,068-57.8% | $2,839-69.3% | $2,343-62.8% |
| Participant deferral / active EE | $5,793 | $2,695+115.0% | $3,609+60.5% | $3,332+73.9% |
| Admin fee / account holder | $4,660 | $3,584+30.0% | $4,904-5.0% | $4,645+0.3% |