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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 | $77,863 | $101,302-23.1% | $149,600-48.0% | $82,637-5.8% |
| Participation rate | 72.4% | 72.5%-0.1pp | 77.2%-4.7pp | 68.1%+4.4pp |
| Annual return | 15.32% | 21.39%-6.1pp | 129.59%-114.3pp | 53.51%-38.2pp |
| Employer contribution / active EE | $3,437 | $3,099+10.9% | $4,193-18.0% | $2,552+34.7% |
| Participant deferral / active EE | $5,628 | $5,589+0.7% | $7,203-21.9% | $4,126+36.4% |
| Admin fee / account holder | $2,387 | $8,449-71.7% | $13,963-82.9% | $7,339-67.5% |