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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 | $65,630 | $72,273-9.2% | $101,275-35.2% | $79,856-17.8% |
| Participation rate | 80.2% | 68.5%+11.8pp | 75.8%+4.4pp | 69.6%+10.6pp |
| Annual return | 22.17% | 22.30%-0.1pp | 46.48%-24.3pp | 31.71%-9.5pp |
| Employer contribution / active EE | $2,620 | $2,691-2.6% | $3,660-28.4% | $2,471+6.0% |
| Participant deferral / active EE | $4,038 | $3,282+23.1% | $4,371-7.6% | $3,741+8.0% |
| Admin fee / account holder | $3,023 | $4,401-31.3% | $5,948-49.2% | $5,306-43.0% |