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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 | $72,535 | $93,589-22.5% | $135,942-46.6% | $75,181-3.5% |
| Participation rate | 72.7% | 75.2%-2.5pp | 81.9%-9.2pp | 67.2%+5.5pp |
| Annual return | 16.59% | 30.90%-14.3pp | 68.28%-51.7pp | 160.69%-144.1pp |
| Employer contribution / active EE | $2,719 | $3,537-23.1% | $4,858-44.0% | $2,671+1.8% |
| Participant deferral / active EE | $7,651 | $6,405+19.5% | $7,759-1.4% | $4,126+85.5% |
| Admin fee / account holder | $6,662 | $6,977-4.5% | $10,764-38.1% | $5,650+17.9% |