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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 | $71,533 | $63,861+12.0% | $104,639-31.6% | $79,856-10.4% |
| Participation rate | 79.3% | 64.9%+14.4pp | 74.1%+5.2pp | 69.6%+9.7pp |
| Annual return | 12.09% | 21.30%-9.2pp | 340.67%-328.6pp | 31.71%-19.6pp |
| Employer contribution / active EE | $611 | $1,588-61.5% | $2,682-77.2% | $2,471-75.3% |
| Participant deferral / active EE | $5,398 | $2,693+100.4% | $3,738+44.4% | $3,741+44.3% |
| Admin fee / account holder | $5,488 | $4,185+31.1% | $6,465-15.1% | $5,306+3.4% |