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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 | $68,585 | $78,428-12.6% | $95,960-28.5% | $79,852-14.1% |
| Participation rate | 78.5% | 73.5%+5.0pp | 77.1%+1.4pp | 69.6%+8.8pp |
| Annual return | 14.44% | 19.37%-4.9pp | 91.63%-77.2pp | 31.72%-17.3pp |
| Employer contribution / active EE | $2,409 | $1,945+23.8% | $2,541-5.2% | $2,471-2.5% |
| Participant deferral / active EE | $4,493 | $3,440+30.6% | $4,167+7.8% | $3,740+20.1% |
| Admin fee / account holder | $1,471 | $5,622-73.8% | $6,797-78.4% | $5,306-72.3% |