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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 | $60,773 | $78,428-22.5% | $95,960-36.7% | $79,852-23.9% |
| Participation rate | 77.8% | 73.5%+4.3pp | 77.1%+0.7pp | 69.6%+8.1pp |
| Annual return | 18.50% | 19.37%-0.9pp | 91.63%-73.1pp | 31.72%-13.2pp |
| Employer contribution / active EE | $1,754 | $1,945-9.8% | $2,541-31.0% | $2,471-29.0% |
| Participant deferral / active EE | $3,459 | $3,440+0.5% | $4,167-17.0% | $3,740-7.5% |
| Admin fee / account holder | $3,034 | $5,622-46.0% | $6,797-55.4% | $5,306-42.8% |