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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 | $77,295 | $91,559-15.6% | $133,978-42.3% | $79,856-3.2% |
| Participation rate | 73.6% | 73.3%+0.2pp | 79.8%-6.3pp | 69.6%+3.9pp |
| Annual return | 15.38% | 61.85%-46.5pp | 45.10%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,156 | $2,384+32.4% | $3,919-19.5% | $2,471+27.7% |
| Participant deferral / active EE | $7,527 | $3,734+101.6% | $5,047+49.1% | $3,741+101.2% |
| Admin fee / account holder | $2,148 | $6,321-66.0% | $8,930-76.0% | $5,306-59.5% |