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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 | $67,185 | $76,551-12.2% | $123,894-45.8% | $62,881+6.8% |
| Participation rate | 86.5% | 73.0%+13.6pp | 81.4%+5.1pp | 69.3%+17.2pp |
| Annual return | 10.58% | 18.68%-8.1pp | 47.52%-36.9pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,309 | $2,882-19.9% | $4,617-50.0% | $2,281+1.2% |
| Participant deferral / active EE | $4,507 | $4,840-6.9% | $5,984-24.7% | $3,203+40.7% |
| Admin fee / account holder | $491 | $4,826-89.8% | $8,357-94.1% | $4,296-88.6% |