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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 | $81,276-6.0% | $155,574-50.9% | $80,925-5.6% |
| Participation rate | 77.5% | 66.2%+11.3pp | 78.2%-0.7pp | 67.7%+9.8pp |
| Annual return | 18.66% | 33.36%-14.7pp | 64.87%-46.2pp | 35.65%-17.0pp |
| Employer contribution / active EE | $2,257 | $3,103-27.3% | $4,676-51.7% | $2,756-18.1% |
| Participant deferral / active EE | $6,203 | $3,453+79.6% | $5,629+10.2% | $4,299+44.3% |
| Admin fee / account holder | $10,142 | $7,993+26.9% | $15,914-36.3% | $6,940+46.1% |