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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 | $68,851 | $89,259-22.9% | $107,187-35.8% | $82,637-16.7% |
| Participation rate | 71.8% | 67.9%+3.9pp | 75.0%-3.2pp | 68.1%+3.8pp |
| Annual return | 17.16% | 21.02%-3.9pp | 204.55%-187.4pp | 53.51%-36.3pp |
| Employer contribution / active EE | $2,470 | $3,080-19.8% | $3,782-34.7% | $2,552-3.2% |
| Participant deferral / active EE | $4,780 | $4,037+18.4% | $5,096-6.2% | $4,126+15.8% |
| Admin fee / account holder | $2,276 | $7,381-69.2% | $9,162-75.2% | $7,339-69.0% |