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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 | $69,885 | $93,589-25.3% | $135,942-48.6% | $75,181-7.0% |
| Participation rate | 75.6% | 75.2%+0.4pp | 81.9%-6.4pp | 67.2%+8.4pp |
| Annual return | 15.68% | 30.90%-15.2pp | 68.28%-52.6pp | 160.69%-145.0pp |
| Employer contribution / active EE | $3,656 | $3,537+3.4% | $4,858-24.7% | $2,671+36.9% |
| Participant deferral / active EE | $6,176 | $6,405-3.6% | $7,759-20.4% | $4,126+49.7% |
| Admin fee / account holder | $12,834 | $6,977+83.9% | $10,764+19.2% | $5,650+127.2% |