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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 | $61,753 | $76,552-19.3% | $123,893-50.2% | $62,891-1.8% |
| Participation rate | 71.9% | 73.0%-1.1pp | 81.4%-9.5pp | 69.3%+2.6pp |
| Annual return | 7.74% | 18.68%-10.9pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,140 | $2,883-25.8% | $4,617-53.7% | $2,281-6.2% |
| Participant deferral / active EE | $7,290 | $4,840+50.6% | $5,984+21.8% | $3,203+127.6% |
| Admin fee / account holder | $3,212 | $4,826-33.4% | $8,357-61.6% | $4,296-25.2% |