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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 | $63,420 | $60,442+4.9% | $96,754-34.5% | $87,485-27.5% |
| Participation rate | 72.4% | 58.7%+13.7pp | 70.3%+2.1pp | 68.9%+3.5pp |
| Annual return | 18.74% | 21.97%-3.2pp | 82.04%-63.3pp | 26.06%-7.3pp |
| Employer contribution / active EE | $3,748 | $1,691+121.7% | $2,679+39.9% | $2,596+44.4% |
| Participant deferral / active EE | $8,624 | $3,280+162.9% | $4,758+81.3% | $4,274+101.8% |
| Admin fee / account holder | $1,361 | $5,069-73.2% | $8,905-84.7% | $7,775-82.5% |