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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 | $68,445 | $93,598-26.9% | $135,974-49.7% | $75,173-8.9% |
| Participation rate | 78.9% | 75.2%+3.7pp | 81.9%-3.0pp | 67.2%+11.7pp |
| Annual return | 43.86% | 30.89%+13.0pp | 68.30%-24.4pp | 160.72%-116.9pp |
| Employer contribution / active EE | $3,975 | $3,538+12.4% | $4,859-18.2% | $2,671+48.8% |
| Participant deferral / active EE | $6,277 | $6,405-2.0% | $7,760-19.1% | $4,126+52.1% |
| Admin fee / account holder | $2,202 | $6,978-68.4% | $10,767-79.5% | $5,651-61.0% |