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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 | $74,061 | $81,276-8.9% | $155,574-52.4% | $80,925-8.5% |
| Participation rate | 71.9% | 66.2%+5.6pp | 78.2%-6.3pp | 67.7%+4.2pp |
| Annual return | 18.72% | 33.36%-14.6pp | 64.87%-46.1pp | 35.65%-16.9pp |
| Employer contribution / active EE | $1,452 | $3,103-53.2% | $4,676-68.9% | $2,756-47.3% |
| Participant deferral / active EE | $3,682 | $3,453+6.6% | $5,629-34.6% | $4,299-14.3% |
| Admin fee / account holder | $3,239 | $7,993-59.5% | $15,914-79.6% | $6,940-53.3% |