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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 | $76,642-2.6% | $146,866-49.1% | $65,306+14.4% |
| Participation rate | 72.1% | 61.2%+10.9pp | 82.5%-10.4pp | 57.7%+14.4pp |
| Annual return | 18.72% | 33.40%-14.7pp | 102.85%-84.1pp | 21.94%-3.2pp |
| Employer contribution / active EE | $2,916 | $2,621+11.3% | $4,425-34.1% | $1,967+48.2% |
| Participant deferral / active EE | $6,386 | $4,864+31.3% | $7,759-17.7% | $2,959+115.8% |
| Admin fee / account holder | $2,429 | $3,960-38.7% | $13,620-82.2% | $3,480-30.2% |