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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 | $84,346 | $85,171-1.0% | $172,753-51.2% | $72,976+15.6% |
| Participation rate | 73.3% | 70.1%+3.3pp | 82.6%-9.3pp | 69.5%+3.8pp |
| Annual return | 20.26% | 27.32%-7.1pp | 803.00%-782.7pp | 81.02%-60.8pp |
| Employer contribution / active EE | $555 | $3,324-83.3% | $5,144-89.2% | $2,440-77.3% |
| Participant deferral / active EE | $3,919 | $3,260+20.2% | $5,198-24.6% | $3,608+8.6% |
| Admin fee / account holder | $11,383 | $5,880+93.6% | $13,956-18.4% | $5,124+122.1% |