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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 | $76,659 | $109,359-29.9% | $162,185-52.7% | $72,976+5.0% |
| Participation rate | 82.9% | 84.3%-1.4pp | 87.6%-4.7pp | 69.5%+13.4pp |
| Annual return | 21.44% | 25.46%-4.0pp | 115.61%-94.2pp | 81.02%-59.6pp |
| Employer contribution / active EE | $2,635 | $3,907-32.6% | $5,613-53.1% | $2,440+8.0% |
| Participant deferral / active EE | $7,107 | $5,481+29.7% | $7,297-2.6% | $3,608+97.0% |
| Admin fee / account holder | $710 | $7,972-91.1% | $10,844-93.5% | $5,124-86.1% |