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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 | $82,934 | $85,766-3.3% | $136,298-39.2% | $70,126+18.3% |
| Participation rate | 71.0% | 74.2%-3.2pp | 81.9%-11.0pp | 69.5%+1.4pp |
| Annual return | 20.01% | 31.46%-11.4pp | 5156.27%-5136.3pp | 73.15%-53.1pp |
| Employer contribution / active EE | $1,197 | $2,966-59.6% | $4,696-74.5% | $2,343-48.9% |
| Participant deferral / active EE | $3,150 | $5,051-37.6% | $6,247-49.6% | $3,332-5.5% |
| Admin fee / account holder | $7,177 | $5,421+32.4% | $9,244-22.4% | $4,645+54.5% |