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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 | $79,858 | $77,638+2.9% | $156,551-49.0% | $62,881+27.0% |
| Participation rate | 72.3% | 71.2%+1.1pp | 84.0%-11.7pp | 69.3%+3.0pp |
| Annual return | 6.35% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,453 | $3,444-57.8% | $5,501-73.6% | $2,281-36.3% |
| Participant deferral / active EE | $3,467 | $3,046+13.8% | $4,871-28.8% | $3,203+8.2% |
| Admin fee / account holder | $4,180 | $5,561-24.8% | $13,028-67.9% | $4,296-2.7% |