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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 | $84,885 | $106,524-20.3% | $152,301-44.3% | $87,485-3.0% |
| Participation rate | 72.7% | 75.8%-3.0pp | 82.4%-9.7pp | 68.9%+3.8pp |
| Annual return | 74.23% | 26.89%+47.3pp | 80.50%-6.3pp | 26.06%+48.2pp |
| Employer contribution / active EE | $3,065 | $3,371-9.1% | $4,624-33.7% | $2,596+18.1% |
| Participant deferral / active EE | $5,222 | $6,525-20.0% | $8,004-34.8% | $4,274+22.2% |
| Admin fee / account holder | $3,156 | $8,287-61.9% | $14,398-78.1% | $7,775-59.4% |