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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 | $67,502 | $76,551-11.8% | $123,894-45.5% | $62,881+7.3% |
| Participation rate | 72.5% | 73.0%-0.5pp | 81.4%-8.9pp | 69.3%+3.2pp |
| Annual return | 9.12% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $4,879 | $2,882+69.3% | $4,617+5.7% | $2,281+113.9% |
| Participant deferral / active EE | $2,773 | $4,840-42.7% | $5,984-53.7% | $3,203-13.4% |
| Admin fee / account holder | $2,215 | $4,826-54.1% | $8,357-73.5% | $4,296-48.4% |