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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 | $70,322 | $91,179-22.9% | $178,499-60.6% | $79,852-11.9% |
| Participation rate | 74.3% | 69.2%+5.1pp | 81.9%-7.6pp | 69.6%+4.6pp |
| Annual return | 22.32% | 24.19%-1.9pp | 151.10%-128.8pp | 31.72%-9.4pp |
| Employer contribution / active EE | $1,780 | $3,256-45.3% | $5,011-64.5% | $2,471-28.0% |
| Participant deferral / active EE | $4,494 | $3,236+38.9% | $5,202-13.6% | $3,740+20.1% |
| Admin fee / account holder | $477 | $6,749-92.9% | $13,986-96.6% | $5,306-91.0% |