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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 | $60,445 | $76,407-20.9% | $150,298-59.8% | $82,448-26.7% |
| Participation rate | 74.2% | 66.4%+7.8pp | 77.8%-3.6pp | 68.1%+6.1pp |
| Annual return | 14.50% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,241 | $2,614-14.3% | $4,154-46.0% | $2,551-12.1% |
| Participant deferral / active EE | $2,827 | $3,214-12.0% | $5,453-48.1% | $4,139-31.7% |
| Admin fee / account holder | $6,664 | $6,352+4.9% | $14,116-52.8% | $7,234-7.9% |