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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 | $76,140 | $108,882-30.1% | $96,754-21.3% | $154,746-50.8% |
| Participation rate | 78.3% | 75.1%+3.2pp | 70.3%+8.0pp | 80.7%-2.4pp |
| Annual return | 27.06% | 98.39%-71.3pp | 82.04%-55.0pp | 172.34%-145.3pp |
| Employer contribution / active EE | $4,471 | $3,018+48.1% | $2,679+66.9% | $4,379+2.1% |
| Participant deferral / active EE | $7,124 | $5,323+33.8% | $4,758+49.7% | $6,730+5.9% |
| Admin fee / account holder | $2,699 | $10,200-73.5% | $8,905-69.7% | $14,365-81.2% |