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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 | $93,444 | $107,421-13.0% | $182,262-48.7% | $94,015-0.6% |
| Participation rate | 73.4% | 77.8%-4.4pp | 84.2%-10.8pp | 70.8%+2.6pp |
| Annual return | 17.42% | 21.32%-3.9pp | 140.60%-123.2pp | 17.84%-0.4pp |
| Employer contribution / active EE | $3,485 | $3,448+1.1% | $5,046-30.9% | $2,790+24.9% |
| Participant deferral / active EE | $6,893 | $6,558+5.1% | $8,276-16.7% | $4,249+62.2% |
| Admin fee / account holder | $2,169 | $8,692-75.0% | $16,712-87.0% | $8,951-75.8% |