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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 | $59,840 | $48,078+24.5% | $78,676-23.9% | $62,881-4.8% |
| Participation rate | 73.5% | 65.2%+8.3pp | 73.6%0pp | 69.3%+4.2pp |
| Annual return | 5.93% | 31.36%-25.4pp | 62.19%-56.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,414 | $2,015-29.8% | $2,850-50.4% | $2,281-38.0% |
| Participant deferral / active EE | $3,711 | $2,587+43.4% | $3,517+5.5% | $3,203+15.9% |
| Admin fee / account holder | $3,875 | $3,206+20.9% | $4,510-14.1% | $4,296-9.8% |