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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 | $76,722 | $76,551+0.2% | $123,894-38.1% | $62,881+22.0% |
| Participation rate | 79.3% | 73.0%+6.3pp | 81.4%-2.1pp | 69.3%+10.0pp |
| Annual return | 6.75% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $6,761 | $2,882+134.6% | $4,617+46.5% | $2,281+196.4% |
| Participant deferral / active EE | $3,136 | $4,840-35.2% | $5,984-47.6% | $3,203-2.1% |
| Admin fee / account holder | $1,597 | $4,826-66.9% | $8,357-80.9% | $4,296-62.8% |