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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 | $65,171 | $79,449-18.0% | $189,558-65.6% | $85,856-24.1% |
| Participation rate | 70.0% | 66.0%+4.0pp | 78.5%-8.5pp | 69.3%+0.7pp |
| Annual return | 14.90% | 18.45%-3.5pp | 64.19%-49.3pp | 318.58%-303.7pp |
| Employer contribution / active EE | $2,094 | $2,081+0.6% | $4,412-52.5% | $2,565-18.4% |
| Participant deferral / active EE | $5,709 | $4,051+40.9% | $6,174-7.5% | $3,952+44.5% |
| Admin fee / account holder | $4,036 | $5,377-25.0% | $9,809-58.9% | $6,261-35.5% |