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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 | $70,834 | $65,367+8.4% | $92,915-23.8% | $72,976-2.9% |
| Participation rate | 79.3% | 68.3%+11.0pp | 76.0%+3.3pp | 69.5%+9.8pp |
| Annual return | 23.48% | 42.11%-18.6pp | 109.45%-86.0pp | 81.02%-57.5pp |
| Employer contribution / active EE | $626 | $2,594-75.9% | $3,653-82.9% | $2,440-74.4% |
| Participant deferral / active EE | $7,523 | $3,128+140.5% | $4,238+77.5% | $3,608+108.5% |
| Admin fee / account holder | $3,611 | $4,251-15.1% | $5,796-37.7% | $5,124-29.5% |