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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 | $76,385 | $85,171-10.3% | $172,753-55.8% | $72,976+4.7% |
| Participation rate | 79.1% | 70.1%+9.0pp | 82.6%-3.6pp | 69.5%+9.6pp |
| Annual return | 20.63% | 27.32%-6.7pp | 803.00%-782.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $1,412 | $3,324-57.5% | $5,144-72.5% | $2,440-42.1% |
| Participant deferral / active EE | $2,776 | $3,260-14.8% | $5,198-46.6% | $3,608-23.1% |
| Admin fee / account holder | $2,236 | $5,880-62.0% | $13,956-84.0% | $5,124-56.4% |