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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 | $61,107 | $91,559-33.3% | $133,978-54.4% | $79,856-23.5% |
| Participation rate | 78.3% | 73.3%+4.9pp | 79.8%-1.6pp | 69.6%+8.6pp |
| Annual return | 18.91% | 61.85%-42.9pp | 45.10%-26.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,330 | $2,384-2.3% | $3,919-40.6% | $2,471-5.7% |
| Participant deferral / active EE | $4,622 | $3,734+23.8% | $5,047-8.4% | $3,741+23.6% |
| Admin fee / account holder | $1,540 | $6,321-75.6% | $8,930-82.8% | $5,306-71.0% |