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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 | $72,563 | $91,179-20.4% | $178,499-59.3% | $79,852-9.1% |
| Participation rate | 70.6% | 69.2%+1.4pp | 81.9%-11.3pp | 69.6%+0.9pp |
| Annual return | 17.60% | 24.19%-6.6pp | 151.10%-133.5pp | 31.72%-14.1pp |
| Employer contribution / active EE | $2,403 | $3,256-26.2% | $5,011-52.0% | $2,471-2.7% |
| Participant deferral / active EE | $4,185 | $3,236+29.3% | $5,202-19.6% | $3,740+11.9% |
| Admin fee / account holder | $617 | $6,749-90.9% | $13,986-95.6% | $5,306-88.4% |