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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 | $74,296 | $78,707-5.6% | $117,861-37.0% | $70,126+5.9% |
| Participation rate | 74.3% | 73.2%+1.1pp | 79.7%-5.4pp | 69.5%+4.7pp |
| Annual return | 14.46% | 23.30%-8.8pp | 335.11%-320.6pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,337 | $2,223-39.9% | $3,786-64.7% | $2,343-42.9% |
| Participant deferral / active EE | $6,403 | $3,297+94.2% | $4,482+42.9% | $3,332+92.2% |
| Admin fee / account holder | $7,250 | $5,066+43.1% | $8,021-9.6% | $4,645+56.1% |