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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 | $67,500 | $84,236-19.9% | $170,435-60.4% | $70,126-3.7% |
| Participation rate | 81.8% | 70.8%+11.0pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 14.52% | 23.06%-8.5pp | 205.94%-191.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,138 | $3,387-66.4% | $5,432-79.0% | $2,343-51.4% |
| Participant deferral / active EE | $2,803 | $3,086-9.2% | $4,939-43.3% | $3,332-15.9% |
| Admin fee / account holder | $5,610 | $5,698-1.6% | $13,881-59.6% | $4,645+20.8% |