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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 | $74,687 | $75,058-0.5% | $152,301-51.0% | $64,340+16.1% |
| Participation rate | 72.1% | 60.9%+11.2pp | 82.4%-10.3pp | 55.2%+16.9pp |
| Annual return | 18.72% | 29.93%-11.2pp | 80.50%-61.8pp | 24.14%-5.4pp |
| Employer contribution / active EE | $2,916 | $2,605+12.0% | $4,624-36.9% | $1,862+56.6% |
| Participant deferral / active EE | $6,386 | $5,041+26.7% | $8,004-20.2% | $2,980+114.3% |
| Admin fee / account holder | $2,429 | $4,050-40.0% | $14,398-83.1% | $3,703-34.4% |