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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 | $95,683 | $58,828+62.6% | $78,002+22.7% | $62,881+52.2% |
| Participation rate | 72.4% | 71.1%+1.4pp | 75.5%-3.1pp | 69.3%+3.1pp |
| Annual return | 7.06% | 17.16%-10.1pp | 425.99%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,303 | $1,672-22.1% | $2,470-47.3% | $2,281-42.9% |
| Participant deferral / active EE | $4,040 | $2,686+50.4% | $3,497+15.5% | $3,203+26.1% |
| Admin fee / account holder | $2,026 | $4,393-53.9% | $5,481-63.0% | $4,296-52.8% |