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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 | $106,749-20.5% | $145,433-41.6% | $82,448+3.0% |
| Participation rate | 72.7% | 75.6%-2.9pp | 82.1%-9.4pp | 68.1%+4.7pp |
| Annual return | 74.23% | 27.59%+46.6pp | 66.58%+7.7pp | 41.64%+32.6pp |
| Employer contribution / active EE | $3,065 | $3,444-11.0% | $4,554-32.7% | $2,551+20.2% |
| Participant deferral / active EE | $5,222 | $6,519-19.9% | $7,897-33.9% | $4,139+26.2% |
| Admin fee / account holder | $3,156 | $8,390-62.4% | $13,129-76.0% | $7,234-56.4% |