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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 | $67,731 | $93,589-27.6% | $135,942-50.2% | $75,181-9.9% |
| Participation rate | 70.2% | 75.2%-5.0pp | 81.9%-11.7pp | 67.2%+3.0pp |
| Annual return | 21.12% | 30.90%-9.8pp | 68.28%-47.2pp | 160.69%-139.6pp |
| Employer contribution / active EE | $3,395 | $3,537-4.0% | $4,858-30.1% | $2,671+27.1% |
| Participant deferral / active EE | $6,755 | $6,405+5.5% | $7,759-12.9% | $4,126+63.7% |
| Admin fee / account holder | $9,746 | $6,977+39.7% | $10,764-9.5% | $5,650+72.5% |