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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 | $77,510 | $76,551+1.3% | $123,894-37.4% | $62,881+23.3% |
| Participation rate | 94.8% | 73.0%+21.8pp | 81.4%+13.4pp | 69.3%+25.5pp |
| Annual return | 7.75% | 18.68%-10.9pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,332 | $2,882-53.8% | $4,617-71.1% | $2,281-41.6% |
| Participant deferral / active EE | $4,791 | $4,840-1.0% | $5,984-19.9% | $3,203+49.6% |
| Admin fee / account holder | $5,014 | $4,826+3.9% | $8,357-40.0% | $4,296+16.7% |