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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 | $73,509 | $68,398+7.5% | $94,664-22.3% | $75,173-2.2% |
| Participation rate | 72.1% | 76.1%-3.9pp | 80.8%-8.7pp | 67.2%+4.9pp |
| Annual return | 20.35% | 616.72%-596.4pp | 156.84%-136.5pp | 160.72%-140.4pp |
| Employer contribution / active EE | $2,660 | $2,701-1.5% | $3,673-27.6% | $2,671-0.4% |
| Participant deferral / active EE | $5,365 | $6,537-17.9% | $7,417-27.7% | $4,126+30.0% |
| Admin fee / account holder | $1,814 | $5,324-65.9% | $7,222-74.9% | $5,651-67.9% |