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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 | $80,145 | $89,367-10.3% | $141,191-43.2% | $72,975+9.8% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 22.82% | 111.87%-89.0pp | 71.41%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,816 | $3,115-41.7% | $4,736-61.7% | $2,440-25.6% |
| Participant deferral / active EE | $6,060 | $5,419+11.8% | $6,710-9.7% | $3,608+68.0% |
| Admin fee / account holder | $810 | $5,957-86.4% | $10,264-92.1% | $5,124-84.2% |