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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 | $74,196 | $89,370-17.0% | $141,197-47.5% | $72,976+1.7% |
| Participation rate | 73.1% | 75.1%-2.1pp | 82.5%-9.4pp | 69.5%+3.6pp |
| Annual return | 26.05% | 111.88%-85.8pp | 71.41%-45.4pp | 81.02%-55.0pp |
| Employer contribution / active EE | $3,295 | $3,115+5.8% | $4,736-30.4% | $2,440+35.0% |
| Participant deferral / active EE | $6,322 | $5,419+16.7% | $6,710-5.8% | $3,608+75.2% |
| Admin fee / account holder | $658 | $5,957-88.9% | $10,265-93.6% | $5,124-87.2% |