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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 | $63,973 | $84,236-24.1% | $170,435-62.5% | $70,126-8.8% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 16.99% | 23.06%-6.1pp | 205.94%-188.9pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,730 | $3,387-19.4% | $5,432-49.7% | $2,343+16.5% |
| Participant deferral / active EE | $6,439 | $3,086+108.7% | $4,939+30.4% | $3,332+93.3% |
| Admin fee / account holder | $3,176 | $5,698-44.3% | $13,881-77.1% | $4,645-31.6% |