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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 | $70,310 | $96,524-27.2% | $75,900-7.4% | $152,909-54.0% |
| Participation rate | 72.2% | 76.2%-4.0pp | 69.3%+2.9pp | 82.5%-10.2pp |
| Annual return | 24.58% | 33.93%-9.4pp | 30.73%-6.2pp | 345.46%-320.9pp |
| Employer contribution / active EE | $3,620 | $3,311+9.3% | $2,501+44.7% | $4,764-24.0% |
| Participant deferral / active EE | $7,480 | $4,554+64.2% | $3,604+107.6% | $5,851+27.8% |
| Admin fee / account holder | $567 | $8,082-93.0% | $5,421-89.5% | $11,601-95.1% |