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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 | $73,206 | $54,541+34.2% | $78,778-7.1% | $70,126+4.4% |
| Participation rate | 75.9% | 60.8%+15.1pp | 69.2%+6.7pp | 69.5%+6.3pp |
| Annual return | 12.86% | 21.07%-8.2pp | 35.62%-22.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,662 | $1,089+52.7% | $1,986-16.3% | $2,343-29.0% |
| Participant deferral / active EE | $3,169 | $2,210+43.4% | $2,958+7.1% | $3,332-4.9% |
| Admin fee / account holder | $708 | $3,709-80.9% | $5,134-86.2% | $4,645-84.8% |