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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 | $77,847 | $69,977+11.2% | $108,582-28.3% | $62,881+23.8% |
| Participation rate | 98.4% | 72.9%+25.5pp | 79.6%+18.8pp | 69.3%+29.1pp |
| Annual return | 6.79% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,274 | $2,135+6.5% | $3,758-39.5% | $2,281-0.3% |
| Participant deferral / active EE | $5,134 | $3,165+62.2% | $4,311+19.1% | $3,203+60.3% |
| Admin fee / account holder | $3,502 | $5,076-31.0% | $7,645-54.2% | $4,296-18.5% |