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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 | $83,008 | $76,551+8.4% | $123,894-33.0% | $62,881+32.0% |
| Participation rate | 77.1% | 73.0%+4.1pp | 81.4%-4.3pp | 69.3%+7.8pp |
| Annual return | 7.33% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,894 | $2,882+35.1% | $4,617-15.7% | $2,281+70.7% |
| Participant deferral / active EE | $4,012 | $4,840-17.1% | $5,984-33.0% | $3,203+25.3% |
| Admin fee / account holder | $2,959 | $4,826-38.7% | $8,357-64.6% | $4,296-31.1% |