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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 | $72,081 | $93,617-23.0% | $135,982-47.0% | $75,177-4.1% |
| Participation rate | 72.8% | 75.2%-2.4pp | 81.9%-9.1pp | 67.2%+5.6pp |
| Annual return | 31.23% | 30.89%+0.3pp | 68.32%-37.1pp | 160.75%-129.5pp |
| Employer contribution / active EE | $1,739 | $3,538-50.9% | $4,859-64.2% | $2,671-34.9% |
| Participant deferral / active EE | $6,660 | $6,406+4.0% | $7,760-14.2% | $4,126+61.4% |
| Admin fee / account holder | $5,772 | $6,980-17.3% | $10,767-46.4% | $5,651+2.1% |