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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 | $74,760 | $89,370-16.3% | $141,197-47.1% | $72,976+2.4% |
| Participation rate | 74.5% | 75.1%-0.7pp | 82.5%-8.0pp | 69.5%+5.0pp |
| Annual return | 26.44% | 111.88%-85.4pp | 71.41%-45.0pp | 81.02%-54.6pp |
| Employer contribution / active EE | $2,704 | $3,115-13.2% | $4,736-42.9% | $2,440+10.8% |
| Participant deferral / active EE | $5,398 | $5,419-0.4% | $6,710-19.6% | $3,608+49.6% |
| Admin fee / account holder | $1,752 | $5,957-70.6% | $10,265-82.9% | $5,124-65.8% |