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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 | $75,325 | $69,977+7.6% | $108,582-30.6% | $62,881+19.8% |
| Participation rate | 92.0% | 72.9%+19.1pp | 79.6%+12.4pp | 69.3%+22.7pp |
| Annual return | 7.31% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,421 | $2,135+13.4% | $3,758-35.6% | $2,281+6.1% |
| Participant deferral / active EE | $3,649 | $3,165+15.3% | $4,311-15.4% | $3,203+13.9% |
| Admin fee / account holder | $3,607 | $5,076-28.9% | $7,645-52.8% | $4,296-16.0% |