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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 | $66,180 | $78,423-15.6% | $95,964-31.0% | $79,856-17.1% |
| Participation rate | 78.8% | 73.5%+5.3pp | 77.1%+1.7pp | 69.6%+9.1pp |
| Annual return | 16.30% | 19.37%-3.1pp | 91.64%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,589 | $1,945-18.3% | $2,541-37.5% | $2,471-35.7% |
| Participant deferral / active EE | $3,618 | $3,440+5.2% | $4,167-13.2% | $3,741-3.3% |
| Admin fee / account holder | $3,348 | $5,622-40.4% | $6,797-50.7% | $5,306-36.9% |