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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 | $67,604 | $62,672+7.9% | $185,117-63.5% | $70,124-3.6% |
| Participation rate | 72.8% | 63.8%+9.1pp | 77.3%-4.4pp | 69.5%+3.3pp |
| Annual return | 18.23% | 40.79%-22.6pp | 40.50%-22.3pp | 73.14%-54.9pp |
| Employer contribution / active EE | $2,483 | $1,753+41.6% | $4,182-40.6% | $2,342+6.0% |
| Participant deferral / active EE | $5,538 | $3,272+69.3% | $5,045+9.8% | $3,332+66.2% |
| Admin fee / account holder | $1,069 | $3,932-72.8% | $8,159-86.9% | $4,645-77.0% |