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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 | $65,463 | $91,198-28.2% | $178,503-63.3% | $79,856-18.0% |
| Participation rate | 77.4% | 69.2%+8.2pp | 81.9%-4.5pp | 69.6%+7.8pp |
| Annual return | 14.29% | 24.20%-9.9pp | 151.12%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,458 | $3,257+6.2% | $5,011-31.0% | $2,471+39.9% |
| Participant deferral / active EE | $6,737 | $3,237+108.2% | $5,202+29.5% | $3,741+80.1% |
| Admin fee / account holder | $1,862 | $6,748-72.4% | $13,987-86.7% | $5,306-64.9% |