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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 | $84,120 | $78,707+6.9% | $117,861-28.6% | $70,126+20.0% |
| Participation rate | 84.8% | 73.2%+11.6pp | 79.7%+5.1pp | 69.5%+15.3pp |
| Annual return | 14.98% | 23.30%-8.3pp | 335.11%-320.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,076 | $2,223-51.6% | $3,786-71.6% | $2,343-54.1% |
| Participant deferral / active EE | $3,373 | $3,297+2.3% | $4,482-24.7% | $3,332+1.3% |
| Admin fee / account holder | $3,700 | $5,066-27.0% | $8,021-53.9% | $4,645-20.4% |