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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 | $66,110 | $45,082+46.6% | $69,464-4.8% | $72,975-9.4% |
| Participation rate | 78.8% | 68.5%+10.3pp | 74.6%+4.2pp | 69.5%+9.3pp |
| Annual return | 6.30% | 22.66%-16.4pp | 28.98%-22.7pp | 81.01%-74.7pp |
| Employer contribution / active EE | $1,974 | $2,055-4.0% | $2,779-29.0% | $2,440-19.1% |
| Participant deferral / active EE | $5,409 | $2,604+107.8% | $3,536+53.0% | $3,608+49.9% |
| Admin fee / account holder | $4,050 | $3,057+32.5% | $3,840+5.5% | $5,124-21.0% |