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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 | $70,245 | $78,707-10.8% | $117,861-40.4% | $70,126+0.2% |
| Participation rate | 89.6% | 73.2%+16.4pp | 79.7%+9.9pp | 69.5%+20.1pp |
| Annual return | 18.00% | 23.30%-5.3pp | 335.11%-317.1pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,075 | $2,223-51.7% | $3,786-71.6% | $2,343-54.1% |
| Participant deferral / active EE | $5,137 | $3,297+55.8% | $4,482+14.6% | $3,332+54.2% |
| Admin fee / account holder | $2,547 | $5,066-49.7% | $8,021-68.2% | $4,645-45.2% |