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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 | $65,569 | $84,236-22.2% | $170,435-61.5% | $70,126-6.5% |
| Participation rate | 89.1% | 70.8%+18.3pp | 83.6%+5.5pp | 69.5%+19.6pp |
| Annual return | 21.34% | 23.06%-1.7pp | 205.94%-184.6pp | 73.15%-51.8pp |
| Employer contribution / active EE | $1,530 | $3,387-54.8% | $5,432-71.8% | $2,343-34.7% |
| Participant deferral / active EE | $4,181 | $3,086+35.5% | $4,939-15.3% | $3,332+25.5% |
| Admin fee / account holder | $3,520 | $5,698-38.2% | $13,881-74.6% | $4,645-24.2% |