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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 | $63,591 | $76,551-16.9% | $123,894-48.7% | $62,881+1.1% |
| Participation rate | 82.5% | 73.0%+9.5pp | 81.4%+1.1pp | 69.3%+13.2pp |
| Annual return | 15.19% | 18.68%-3.5pp | 47.52%-32.3pp | 20.14%-5.0pp |
| Employer contribution / active EE | $4,120 | $2,882+42.9% | $4,617-10.8% | $2,281+80.6% |
| Participant deferral / active EE | $4,709 | $4,840-2.7% | $5,984-21.3% | $3,203+47.0% |
| Admin fee / account holder | $6,032 | $4,826+25.0% | $8,357-27.8% | $4,296+40.4% |