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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 | $78,472 | $106,864-26.6% | $147,318-46.7% | $82,637-5.0% |
| Participation rate | 71.9% | 75.5%-3.6pp | 82.1%-10.1pp | 68.1%+3.9pp |
| Annual return | 19.71% | 27.49%-7.8pp | 70.43%-50.7pp | 53.51%-33.8pp |
| Employer contribution / active EE | $3,575 | $3,417+4.6% | $4,593-22.2% | $2,552+40.1% |
| Participant deferral / active EE | $6,949 | $6,496+7.0% | $7,906-12.1% | $4,126+68.4% |
| Admin fee / account holder | $4,102 | $8,415-51.3% | $13,708-70.1% | $7,339-44.1% |