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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 | $87,191 | $91,559-4.8% | $133,971-34.9% | $79,852+9.2% |
| Participation rate | 73.2% | 73.3%-0.1pp | 79.8%-6.6pp | 69.6%+3.6pp |
| Annual return | 11.63% | 61.85%-50.2pp | 45.09%-33.5pp | 31.72%-20.1pp |
| Employer contribution / active EE | $1,605 | $2,384-32.7% | $3,919-59.0% | $2,471-35.0% |
| Participant deferral / active EE | $2,472 | $3,734-33.8% | $5,047-51.0% | $3,740-33.9% |
| Admin fee / account holder | $4,429 | $6,321-29.9% | $8,929-50.4% | $5,306-16.5% |