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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 | $76,699 | $85,766-10.6% | $136,298-43.7% | $70,126+9.4% |
| Participation rate | 81.1% | 74.2%+6.9pp | 81.9%-0.8pp | 69.5%+11.5pp |
| Annual return | 17.01% | 31.46%-14.4pp | 5156.27%-5139.3pp | 73.15%-56.1pp |
| Employer contribution / active EE | $2,098 | $2,966-29.3% | $4,696-55.3% | $2,343-10.5% |
| Participant deferral / active EE | $5,147 | $5,051+1.9% | $6,247-17.6% | $3,332+54.5% |
| Admin fee / account holder | $1,793 | $5,421-66.9% | $9,244-80.6% | $4,645-61.4% |