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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 | $67,490 | $58,057+16.2% | $97,032-30.4% | $86,983-22.4% |
| Participation rate | 72.5% | 60.4%+12.2pp | 71.6%+1.0pp | 69.5%+3.0pp |
| Annual return | 18.91% | 22.26%-3.3pp | 35.38%-16.5pp | 25.83%-6.9pp |
| Employer contribution / active EE | $5,590 | $1,663+236.0% | $2,629+112.6% | $2,584+116.3% |
| Participant deferral / active EE | $3,718 | $3,244+14.6% | $4,672-20.4% | $4,194-11.3% |
| Admin fee / account holder | $2,267 | $4,839-53.1% | $9,418-75.9% | $7,856-71.1% |