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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 | $98,625 | $78,707+25.3% | $117,861-16.3% | $70,126+40.6% |
| Participation rate | 77.4% | 73.2%+4.2pp | 79.7%-2.2pp | 69.5%+7.9pp |
| Annual return | 15.45% | 23.30%-7.8pp | 335.11%-319.7pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,050 | $2,223-52.8% | $3,786-72.3% | $2,343-55.2% |
| Participant deferral / active EE | $3,213 | $3,297-2.5% | $4,482-28.3% | $3,332-3.6% |
| Admin fee / account holder | $3,195 | $5,066-36.9% | $8,021-60.2% | $4,645-31.2% |