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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 | $75,280 | $76,383-1.4% | $121,663-38.1% | $64,340+17.0% |
| Participation rate | 73.0% | 60.4%+12.6pp | 74.5%-1.4pp | 55.2%+17.8pp |
| Annual return | 21.19% | 16.98%+4.2pp | 147.54%-126.4pp | 24.14%-3.0pp |
| Employer contribution / active EE | $2,426 | $1,943+24.9% | $3,020-19.7% | $1,862+30.3% |
| Participant deferral / active EE | $8,128 | $3,149+158.1% | $4,887+66.3% | $2,980+172.7% |
| Admin fee / account holder | $14,261 | $4,142+244.3% | $14,289-0.2% | $3,703+285.2% |