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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 | $83,181 | $85,169-2.3% | $172,755-51.9% | $72,983+14.0% |
| Participation rate | 83.7% | 70.1%+13.7pp | 82.6%+1.1pp | 69.5%+14.2pp |
| Annual return | 18.26% | 27.32%-9.1pp | 802.94%-784.7pp | 81.01%-62.8pp |
| Employer contribution / active EE | $1,471 | $3,324-55.7% | $5,144-71.4% | $2,440-39.7% |
| Participant deferral / active EE | $5,885 | $3,260+80.5% | $5,198+13.2% | $3,608+63.1% |
| Admin fee / account holder | $3,043 | $5,880-48.2% | $13,955-78.2% | $5,124-40.6% |