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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 | $73,350 | $132,634-44.7% | $115,768-36.6% | $137,256-46.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 27.49% | 160.70%-133.2pp | 100.46%-73.0pp | 220.34%-192.9pp |
| Employer contribution / active EE | $2,329 | $3,360-30.7% | $2,940-20.8% | $4,156-44.0% |
| Participant deferral / active EE | $6,139 | $5,619+9.3% | $4,917+24.9% | $6,407-4.2% |
| Admin fee / account holder | $993 | $15,028-93.4% | $12,439-92.0% | $12,270-91.9% |