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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 | $75,233 | $88,117-14.6% | $164,928-54.4% | $74,400+1.1% |
| Participation rate | 75.0% | 73.1%+1.9pp | 78.6%-3.6pp | 67.2%+7.8pp |
| Annual return | 13.53% | 17.27%-3.7pp | 70.08%-56.5pp | 1367.51%-1354.0pp |
| Employer contribution / active EE | $2,696 | $2,596+3.8% | $4,343-37.9% | $2,624+2.7% |
| Participant deferral / active EE | $5,131 | $4,501+14.0% | $6,034-15.0% | $4,348+18.0% |
| Admin fee / account holder | $2,326 | $2,230+4.3% | $12,684-81.7% | $1,944+19.7% |