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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 | $73,755 | $93,617-21.2% | $135,982-45.8% | $75,177-1.9% |
| Participation rate | 73.3% | 75.2%-1.9pp | 81.9%-8.6pp | 67.2%+6.1pp |
| Annual return | 18.85% | 30.89%-12.0pp | 68.32%-49.5pp | 160.75%-141.9pp |
| Employer contribution / active EE | $3,998 | $3,538+13.0% | $4,859-17.7% | $2,671+49.7% |
| Participant deferral / active EE | $7,652 | $6,406+19.4% | $7,760-1.4% | $4,126+85.4% |
| Admin fee / account holder | $2,652 | $6,980-62.0% | $10,767-75.4% | $5,651-53.1% |