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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 | $71,370 | $45,043+58.4% | $63,005+13.3% | $70,124+1.8% |
| Participation rate | 72.5% | 69.5%+3.0pp | 74.8%-2.3pp | 69.5%+3.0pp |
| Annual return | 50.40% | 18.76%+31.6pp | 87.59%-37.2pp | 73.14%-22.7pp |
| Employer contribution / active EE | $1,073 | $2,052-47.7% | $2,760-61.1% | $2,342-54.2% |
| Participant deferral / active EE | $2,469 | $2,466+0.2% | $3,329-25.8% | $3,332-25.9% |
| Admin fee / account holder | $3,223 | $2,833+13.8% | $3,599-10.5% | $4,645-30.6% |