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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 | $83,032 | $91,037-8.8% | $71,671+15.9% | $147,585-43.7% |
| Participation rate | 90.9% | 76.1%+14.8pp | 68.7%+22.2pp | 82.8%+8.1pp |
| Annual return | 16.47% | 20.48%-4.0pp | 20.65%-4.2pp | 578.56%-562.1pp |
| Employer contribution / active EE | $1,722 | $3,327-48.2% | $2,460-30.0% | $4,876-64.7% |
| Participant deferral / active EE | $4,498 | $4,4980% | $3,438+30.8% | $5,439-17.3% |
| Admin fee / account holder | $3,960 | $8,613-54.0% | $5,558-28.8% | $10,885-63.6% |