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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 | $70,178 | $99,053-29.2% | $88,179-20.4% | $138,895-49.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.1%+12.7pp | 79.9%+1.9pp |
| Annual return | 16.69% | 78.17%-61.5pp | 64.97%-48.3pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,473 | $2,882-14.2% | $2,549-3.0% | $4,194-41.0% |
| Participant deferral / active EE | $6,240 | $5,225+19.4% | $4,614+35.2% | $6,396-2.4% |
| Admin fee / account holder | $741 | $8,748-91.5% | $7,673-90.3% | $12,562-94.1% |