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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 | $73,537 | $89,367-17.7% | $141,191-47.9% | $72,975+0.8% |
| Participation rate | 81.6% | 75.1%+6.5pp | 82.5%-0.9pp | 69.5%+12.1pp |
| Annual return | 26.69% | 111.87%-85.2pp | 71.41%-44.7pp | 81.01%-54.3pp |
| Employer contribution / active EE | $3,148 | $3,115+1.1% | $4,736-33.5% | $2,440+29.0% |
| Participant deferral / active EE | $6,194 | $5,419+14.3% | $6,710-7.7% | $3,608+71.7% |
| Admin fee / account holder | $1,071 | $5,957-82.0% | $10,264-89.6% | $5,124-79.1% |