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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 | $75,618 | $87,060-13.1% | $105,591-28.4% | $80,911-6.5% |
| Participation rate | 72.7% | 70.4%+2.3pp | 75.3%-2.6pp | 67.6%+5.1pp |
| Annual return | 22.25% | 17.05%+5.2pp | 116.43%-94.2pp | 35.63%-13.4pp |
| Employer contribution / active EE | $2,129 | $2,396-11.1% | $3,166-32.8% | $2,756-22.7% |
| Participant deferral / active EE | $4,456 | $3,986+11.8% | $5,008-11.0% | $4,297+3.7% |
| Admin fee / account holder | $8,544 | $8,442+1.2% | $11,024-22.5% | $6,935+23.2% |