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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 | $74,645 | $48,076+55.3% | $78,693-5.1% | $62,891+18.7% |
| Participation rate | 83.8% | 65.2%+18.6pp | 73.6%+10.2pp | 69.3%+14.5pp |
| Annual return | 10.49% | 31.35%-20.9pp | 62.18%-51.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $2,114 | $2,015+4.9% | $2,850-25.8% | $2,281-7.3% |
| Participant deferral / active EE | $5,867 | $2,588+126.7% | $3,517+66.8% | $3,203+83.2% |
| Admin fee / account holder | $2,412 | $3,207-24.8% | $4,511-46.5% | $4,296-43.9% |