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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 | $103,717 | $51,638+100.9% | $68,368+51.7% | $82,448+25.8% |
| Participation rate | 75.0% | 63.6%+11.4pp | 73.8%+1.2pp | 68.1%+6.9pp |
| Annual return | 15.58% | 37.53%-22.0pp | 292.57%-277.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,454 | $2,047-28.9% | $2,649-45.1% | $2,551-43.0% |
| Participant deferral / active EE | $4,139 | $2,914+42.1% | $4,123+0.4% | $4,1390% |
| Admin fee / account holder | $4,158 | $4,643-10.4% | $5,150-19.3% | $7,234-42.5% |