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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 | $95,060 | $100,911-5.8% | $90,440+5.1% | $158,966-40.2% |
| Participation rate | 76.2% | 75.0%+1.2pp | 72.7%+3.5pp | 82.0%-5.8pp |
| Annual return | 17.66% | 1726.62%-1709.0pp | 1294.38%-1276.7pp | 302.95%-285.3pp |
| Employer contribution / active EE | $1,521 | $3,690-58.8% | $3,263-53.4% | $4,762-68.1% |
| Participant deferral / active EE | $5,537 | $4,348+27.3% | $3,964+39.7% | $5,983-7.5% |
| Admin fee / account holder | $6,004 | $6,507-7.7% | $5,615+6.9% | $11,250-46.6% |