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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 | $75,971 | $93,586-18.8% | $135,925-44.1% | $75,173+1.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 26.01% | 30.90%-4.9pp | 68.25%-42.2pp | 160.65%-134.6pp |
| Employer contribution / active EE | $2,051 | $3,537-42.0% | $4,857-57.8% | $2,670-23.2% |
| Participant deferral / active EE | $4,163 | $6,405-35.0% | $7,759-46.3% | $4,126+0.9% |
| Admin fee / account holder | $2,160 | $6,977-69.0% | $10,764-79.9% | $5,651-61.8% |