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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 | $71,304 | $48,053+48.4% | $84,637-15.8% | $72,976-2.3% |
| Participation rate | 71.8% | 57.6%+14.2pp | 68.2%+3.6pp | 69.5%+2.3pp |
| Annual return | 21.50% | 37.39%-15.9pp | 258.82%-237.3pp | 81.02%-59.5pp |
| Employer contribution / active EE | $2,106 | $1,602+31.5% | $2,653-20.6% | $2,440-13.7% |
| Participant deferral / active EE | $4,127 | $2,681+54.0% | $3,900+5.8% | $3,608+14.4% |
| Admin fee / account holder | $4,182 | $3,395+23.2% | $4,914-14.9% | $5,124-18.4% |