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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 | $71,636 | $81,664-12.3% | $70,476+1.6% | $158,966-54.9% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 12.80% | 208.59%-195.8pp | 109.12%-96.3pp | 302.95%-290.2pp |
| Employer contribution / active EE | $6,747 | $3,219+109.6% | $2,738+146.4% | $4,762+41.7% |
| Participant deferral / active EE | $7,057 | $4,556+54.9% | $3,710+90.2% | $5,983+17.9% |
| Admin fee / account holder | $2,796 | $6,197-54.9% | $3,847-27.3% | $11,250-75.1% |