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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 | $78,035 | $76,551+1.9% | $123,894-37.0% | $62,881+24.1% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | 7.02% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,097 | $2,882+7.5% | $4,617-32.9% | $2,281+35.8% |
| Participant deferral / active EE | $7,353 | $4,840+51.9% | $5,984+22.9% | $3,203+129.6% |
| Admin fee / account holder | $2,513 | $4,826-47.9% | $8,357-69.9% | $4,296-41.5% |