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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 | $62,009 | $98,760-37.2% | $149,715-58.6% | $79,858-22.4% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.5%-3.7pp | 69.6%+9.2pp |
| Annual return | 21.74% | 27.43%-5.7pp | 276.66%-254.9pp | 31.72%-10.0pp |
| Employer contribution / active EE | $2,869 | $3,217-10.8% | $4,645-38.2% | $2,471+16.1% |
| Participant deferral / active EE | $4,601 | $5,681-19.0% | $6,842-32.7% | $3,740+23.0% |
| Admin fee / account holder | $5,187 | $6,053-14.3% | $9,310-44.3% | $5,306-2.2% |