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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 | $76,410 | $81,233-5.9% | $155,567-50.9% | $80,874-5.5% |
| Participation rate | 77.5% | 66.2%+11.3pp | 78.2%-0.7pp | 67.6%+9.9pp |
| Annual return | 18.66% | 33.33%-14.7pp | 64.74%-46.1pp | 35.62%-17.0pp |
| Employer contribution / active EE | $2,257 | $3,101-27.2% | $4,674-51.7% | $2,756-18.1% |
| Participant deferral / active EE | $6,203 | $3,452+79.7% | $5,628+10.2% | $4,297+44.4% |
| Admin fee / account holder | $10,142 | $7,998+26.8% | $15,916-36.3% | $6,935+46.2% |