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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 | $61,905 | $89,259-30.6% | $107,187-42.2% | $82,637-25.1% |
| Participation rate | 72.5% | 67.9%+4.6pp | 75.0%-2.5pp | 68.1%+4.4pp |
| Annual return | 17.46% | 21.02%-3.6pp | 204.55%-187.1pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,998 | $3,080-35.1% | $3,782-47.2% | $2,552-21.7% |
| Participant deferral / active EE | $6,228 | $4,037+54.3% | $5,096+22.2% | $4,126+50.9% |
| Admin fee / account holder | $7,768 | $7,381+5.2% | $9,162-15.2% | $7,339+5.9% |