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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 | $64,693 | $123,793-47.7% | $177,848-63.6% | $79,856-19.0% |
| Participation rate | 85.2% | 84.7%+0.5pp | 87.7%-2.5pp | 69.6%+15.5pp |
| Annual return | 22.63% | 22.82%-0.2pp | 48.33%-25.7pp | 31.71%-9.1pp |
| Employer contribution / active EE | $4,945 | $4,095+20.7% | $5,919-16.5% | $2,471+100.1% |
| Participant deferral / active EE | $7,893 | $5,956+32.5% | $7,714+2.3% | $3,741+111.0% |
| Admin fee / account holder | $1,524 | $7,243-79.0% | $12,431-87.7% | $5,306-71.3% |