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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 | $76,422 | $65,367+16.9% | $92,915-17.8% | $72,976+4.7% |
| Participation rate | 73.8% | 68.3%+5.5pp | 76.0%-2.2pp | 69.5%+4.3pp |
| Annual return | 16.67% | 42.11%-25.4pp | 109.45%-92.8pp | 81.02%-64.3pp |
| Employer contribution / active EE | $1,883 | $2,594-27.4% | $3,653-48.5% | $2,440-22.8% |
| Participant deferral / active EE | $3,536 | $3,128+13.0% | $4,238-16.6% | $3,608-2.0% |
| Admin fee / account holder | $825 | $4,251-80.6% | $5,796-85.8% | $5,124-83.9% |