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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 | $60,899 | $89,367-31.9% | $141,191-56.9% | $72,975-16.5% |
| Participation rate | 72.7% | 75.1%-2.4pp | 82.5%-9.7pp | 69.5%+3.2pp |
| Annual return | 20.23% | 111.87%-91.6pp | 71.41%-51.2pp | 81.01%-60.8pp |
| Employer contribution / active EE | $2,769 | $3,115-11.1% | $4,736-41.5% | $2,440+13.5% |
| Participant deferral / active EE | $7,855 | $5,419+45.0% | $6,710+17.1% | $3,608+117.7% |
| Admin fee / account holder | $7,006 | $5,957+17.6% | $10,264-31.7% | $5,124+36.7% |