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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 | $53,398 | $98,766-45.9% | $149,730-64.3% | $79,852-33.1% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.5%-9.4pp | 69.6%+3.5pp |
| Annual return | 17.32% | 27.43%-10.1pp | 276.70%-259.4pp | 31.72%-14.4pp |
| Employer contribution / active EE | $2,168 | $3,217-32.6% | $4,645-53.3% | $2,471-12.2% |
| Participant deferral / active EE | $4,344 | $5,681-23.5% | $6,843-36.5% | $3,740+16.1% |
| Admin fee / account holder | $575 | $6,052-90.5% | $9,310-93.8% | $5,306-89.2% |