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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 | $60,982 | $58,493+4.3% | $84,021-27.4% | $72,975-16.4% |
| Participation rate | 75.3% | 61.2%+14.1pp | 69.0%+6.3pp | 69.5%+5.9pp |
| Annual return | 16.94% | 28.93%-12.0pp | 71.32%-54.4pp | 81.01%-64.1pp |
| Employer contribution / active EE | $1,103 | $1,163-5.2% | $1,984-44.4% | $2,440-54.8% |
| Participant deferral / active EE | $2,836 | $2,394+18.5% | $3,239-12.5% | $3,608-21.4% |
| Admin fee / account holder | $4,227 | $4,569-7.5% | $6,102-30.7% | $5,124-17.5% |