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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 | $74,486 | $69,977+6.4% | $108,582-31.4% | $62,881+18.5% |
| Participation rate | 84.7% | 72.9%+11.8pp | 79.6%+5.2pp | 69.3%+15.4pp |
| Annual return | 8.61% | 10.73%-2.1pp | -51.70%+60.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,931 | $2,135+37.3% | $3,758-22.0% | $2,281+28.5% |
| Participant deferral / active EE | $5,798 | $3,165+83.2% | $4,311+34.5% | $3,203+81.0% |
| Admin fee / account holder | $8,629 | $5,076+70.0% | $7,645+12.9% | $4,296+100.9% |