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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 | $69,995 | $89,370-21.7% | $141,197-50.4% | $72,976-4.1% |
| Participation rate | 73.2% | 75.1%-1.9pp | 82.5%-9.3pp | 69.5%+3.7pp |
| Annual return | 22.56% | 111.88%-89.3pp | 71.41%-48.8pp | 81.02%-58.5pp |
| Employer contribution / active EE | $1,655 | $3,115-46.9% | $4,736-65.1% | $2,440-32.2% |
| Participant deferral / active EE | $3,172 | $5,419-41.5% | $6,710-52.7% | $3,608-12.1% |
| Admin fee / account holder | $3,188 | $5,957-46.5% | $10,265-68.9% | $5,124-37.8% |