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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 | $72,395 | $58,493+23.8% | $84,021-13.8% | $72,975-0.8% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 69.5%+5.5pp |
| Annual return | 20.77% | 28.93%-8.2pp | 71.32%-50.5pp | 81.01%-60.2pp |
| Employer contribution / active EE | $3,603 | $1,163+209.8% | $1,984+81.6% | $2,440+47.7% |
| Participant deferral / active EE | $1,171 | $2,394-51.1% | $3,239-63.8% | $3,608-67.5% |
| Admin fee / account holder | $2,054 | $4,569-55.0% | $6,102-66.3% | $5,124-59.9% |