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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 | $69,153 | $58,627+18.0% | $76,735-9.9% | $82,448-16.1% |
| Participation rate | 72.7% | 63.2%+9.5pp | 69.5%+3.2pp | 68.1%+4.7pp |
| Annual return | 15.40% | 39.10%-23.7pp | 29.77%-14.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,041 | $1,729+18.1% | $2,454-16.8% | $2,551-20.0% |
| Participant deferral / active EE | $7,400 | $3,134+136.2% | $4,088+81.0% | $4,139+78.8% |
| Admin fee / account holder | $3,426 | $5,323-35.6% | $7,189-52.3% | $7,234-52.6% |