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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 | $69,971 | $87,166-19.7% | $76,735-8.8% | $137,256-49.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 17.32% | 26.50%-9.2pp | 29.77%-12.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,496 | $2,904-14.1% | $2,454+1.7% | $4,156-39.9% |
| Participant deferral / active EE | $19,480 | $4,726+312.2% | $4,088+376.5% | $6,407+204.0% |
| Admin fee / account holder | $1,015 | $8,403-87.9% | $7,189-85.9% | $12,270-91.7% |