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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 | $75,942 | $109,359-30.6% | $162,177-53.2% | $72,975+4.1% |
| Participation rate | 84.3% | 84.3%+0.1pp | 87.6%-3.2pp | 69.5%+14.8pp |
| Annual return | 17.97% | 25.46%-7.5pp | 115.60%-97.6pp | 81.01%-63.0pp |
| Employer contribution / active EE | $2,467 | $3,907-36.9% | $5,613-56.0% | $2,440+1.1% |
| Participant deferral / active EE | $5,129 | $5,481-6.4% | $7,297-29.7% | $3,608+42.2% |
| Admin fee / account holder | $2,037 | $7,972-74.4% | $10,843-81.2% | $5,124-60.2% |