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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 | $73,471 | $89,367-17.8% | $141,191-48.0% | $72,975+0.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 29.33% | 111.87%-82.5pp | 71.41%-42.1pp | 81.01%-51.7pp |
| Employer contribution / active EE | $3,170 | $3,115+1.8% | $4,736-33.1% | $2,440+29.9% |
| Participant deferral / active EE | $7,488 | $5,419+38.2% | $6,710+11.6% | $3,608+107.6% |
| Admin fee / account holder | $357 | $5,957-94.0% | $10,264-96.5% | $5,124-93.0% |