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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 | $72,228 | $69,977+3.2% | $108,582-33.5% | $62,881+14.9% |
| Participation rate | 79.2% | 72.9%+6.3pp | 79.6%-0.4pp | 69.3%+9.9pp |
| Annual return | 6.03% | 10.73%-4.7pp | -51.70%+57.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,291 | $2,135-39.5% | $3,758-65.6% | $2,281-43.4% |
| Participant deferral / active EE | $3,824 | $3,165+20.8% | $4,311-11.3% | $3,203+19.4% |
| Admin fee / account holder | $6,055 | $5,076+19.3% | $7,645-20.8% | $4,296+41.0% |