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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 | $75,952 | $75,541+0.5% | $152,093-50.1% | $82,637-8.1% |
| Participation rate | 83.3% | 66.5%+16.8pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 20.32% | 32.56%-12.2pp | 66.36%-46.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $5,573 | $2,622+112.5% | $4,175+33.5% | $2,552+118.3% |
| Participant deferral / active EE | $3,376 | $3,206+5.3% | $5,451-38.1% | $4,126-18.2% |
| Admin fee / account holder | $1,002 | $6,405-84.4% | $14,497-93.1% | $7,339-86.3% |