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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 | $79,096 | $83,485-5.3% | $125,195-36.8% | $72,976+8.4% |
| Participation rate | 77.4% | 73.3%+4.1pp | 79.8%-2.4pp | 69.5%+7.9pp |
| Annual return | 17.77% | 25.77%-8.0pp | 43.79%-26.0pp | 81.02%-63.2pp |
| Employer contribution / active EE | $3,041 | $2,346+29.6% | $3,866-21.3% | $2,440+24.6% |
| Participant deferral / active EE | $6,605 | $3,586+84.2% | $4,937+33.8% | $3,608+83.1% |
| Admin fee / account holder | $23,046 | $5,518+317.7% | $9,704+137.5% | $5,124+349.8% |