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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 | $74,375 | $76,371-2.6% | $93,621-20.6% | $72,975+1.9% |
| Participation rate | 89.1% | 71.8%+17.4pp | 75.8%+13.3pp | 69.5%+19.6pp |
| Annual return | 72.40% | 25.82%+46.6pp | 32.76%+39.6pp | 81.01%-8.6pp |
| Employer contribution / active EE | $2,409 | $2,276+5.9% | $2,719-11.4% | $2,440-1.3% |
| Participant deferral / active EE | $4,680 | $3,538+32.3% | $4,070+15.0% | $3,608+29.7% |
| Admin fee / account holder | $1,699 | $6,839-75.2% | $7,890-78.5% | $5,124-66.8% |