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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 | $69,019 | $87,132-20.8% | $105,624-34.7% | $80,959-14.7% |
| Participation rate | 71.0% | 70.4%+0.6pp | 75.3%-4.3pp | 67.7%+3.3pp |
| Annual return | 15.91% | 17.03%-1.1pp | 116.20%-100.3pp | 35.67%-19.8pp |
| Employer contribution / active EE | $4,785 | $2,397+99.7% | $3,168+51.1% | $2,757+73.6% |
| Participant deferral / active EE | $7,390 | $3,985+85.4% | $5,013+47.4% | $4,300+71.8% |
| Admin fee / account holder | $6,349 | $8,449-24.9% | $10,961-42.1% | $6,925-8.3% |