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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 | $66,996 | $76,407-12.3% | $150,298-55.4% | $82,448-18.7% |
| Participation rate | 70.6% | 66.4%+4.2pp | 77.8%-7.2pp | 68.1%+2.5pp |
| Annual return | 22.47% | 39.99%-17.5pp | 62.79%-40.3pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,814 | $2,614-30.6% | $4,154-56.3% | $2,551-28.9% |
| Participant deferral / active EE | $5,269 | $3,214+63.9% | $5,453-3.4% | $4,139+27.3% |
| Admin fee / account holder | $2,546 | $6,352-59.9% | $14,116-82.0% | $7,234-64.8% |