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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 | $54,987 | $85,766-35.9% | $136,298-59.7% | $70,126-21.6% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 16.91% | 31.46%-14.5pp | 5156.27%-5139.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,873 | $2,966-36.9% | $4,696-60.1% | $2,343-20.0% |
| Participant deferral / active EE | $3,455 | $5,051-31.6% | $6,247-44.7% | $3,332+3.7% |
| Admin fee / account holder | $4,754 | $5,421-12.3% | $9,244-48.6% | $4,645+2.3% |