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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 | $74,687 | $90,107-17.1% | $182,262-59.0% | $69,733+7.1% |
| Participation rate | 72.1% | 64.8%+7.3pp | 84.2%-12.1pp | 62.5%+9.7pp |
| Annual return | 18.72% | 95.58%-76.9pp | 140.60%-121.9pp | 15.22%+3.5pp |
| Employer contribution / active EE | $2,916 | $3,043-4.2% | $5,046-42.2% | $2,250+29.6% |
| Participant deferral / active EE | $6,386 | $5,135+24.4% | $8,276-22.8% | $3,054+109.1% |
| Admin fee / account holder | $2,429 | $3,377-28.1% | $16,712-85.5% | $3,102-21.7% |