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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 | $74,415 | $78,423-5.1% | $95,964-22.5% | $79,856-6.8% |
| Participation rate | 71.6% | 73.5%-1.8pp | 77.1%-5.4pp | 69.6%+2.0pp |
| Annual return | 10.54% | 19.37%-8.8pp | 91.64%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,401 | $1,945-28.0% | $2,541-44.9% | $2,471-43.3% |
| Participant deferral / active EE | $3,522 | $3,440+2.4% | $4,167-15.5% | $3,741-5.8% |
| Admin fee / account holder | $8,219 | $5,622+46.2% | $6,797+20.9% | $5,306+54.9% |