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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 | $75,203 | $87,037-13.6% | $106,201-29.2% | $80,874-7.0% |
| Participation rate | 77.3% | 70.4%+6.9pp | 75.3%+2.0pp | 67.6%+9.7pp |
| Annual return | 14.76% | 17.05%-2.3pp | 116.26%-101.5pp | 35.62%-20.9pp |
| Employer contribution / active EE | $2,501 | $2,396+4.4% | $3,170-21.1% | $2,756-9.2% |
| Participant deferral / active EE | $4,022 | $3,986+0.9% | $5,012-19.8% | $4,297-6.4% |
| Admin fee / account holder | $12,181 | $8,434+44.4% | $11,039+10.3% | $6,935+75.6% |