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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 | $80,557 | $57,140+41.0% | $85,240-5.5% | $80,959-0.5% |
| Participation rate | 76.1% | 56.4%+19.6pp | 67.5%+8.5pp | 67.7%+8.4pp |
| Annual return | 16.56% | 21.71%-5.2pp | 66.75%-50.2pp | 35.67%-19.1pp |
| Employer contribution / active EE | $2,840 | $1,802+57.6% | $2,735+3.8% | $2,757+3.0% |
| Participant deferral / active EE | $3,292 | $3,115+5.7% | $4,527-27.3% | $4,300-23.5% |
| Admin fee / account holder | $3,587 | $4,992-28.1% | $6,165-41.8% | $6,925-48.2% |