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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 | $73,491 | $51,638+42.3% | $68,368+7.5% | $82,448-10.9% |
| Participation rate | 70.0% | 63.6%+6.4pp | 73.8%-3.8pp | 68.1%+1.9pp |
| Annual return | 17.60% | 37.53%-19.9pp | 292.57%-275.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,320 | $2,047+62.2% | $2,649+25.3% | $2,551+30.2% |
| Participant deferral / active EE | $7,087 | $2,914+143.3% | $4,123+71.9% | $4,139+71.2% |
| Admin fee / account holder | $1,667 | $4,643-64.1% | $5,150-67.6% | $7,234-77.0% |