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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 | $72,257 | $76,551-5.6% | $123,894-41.7% | $62,881+14.9% |
| Participation rate | 86.4% | 73.0%+13.4pp | 81.4%+5.0pp | 69.3%+17.1pp |
| Annual return | 8.48% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,172 | $2,882-24.7% | $4,617-53.0% | $2,281-4.8% |
| Participant deferral / active EE | $4,857 | $4,840+0.4% | $5,984-18.8% | $3,203+51.6% |
| Admin fee / account holder | $3,147 | $4,826-34.8% | $8,357-62.3% | $4,296-26.7% |