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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 | $71,679 | $135,956-47.3% | $123,894-42.1% | $273,972-73.8% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 28.33% | 56.63%-28.3pp | 47.52%-19.2pp | 41.46%-13.1pp |
| Employer contribution / active EE | $3,266 | $5,170-36.8% | $4,617-29.3% | $4,869-32.9% |
| Participant deferral / active EE | $7,639 | $6,343+20.4% | $5,984+27.7% | $5,287+44.5% |
| Admin fee / account holder | $1,739 | $9,817-82.3% | $8,357-79.2% | $10,133-82.8% |