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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 | $68,038 | $65,712+3.5% | $57,196+19.0% | $273,972-75.2% |
| Participation rate | 70.0% | 78.3%-8.3pp | 75.3%-5.3pp | 83.0%-13.0pp |
| Annual return | 4.87% | 22.01%-17.1pp | 14.59%-9.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $4,353 | $3,280+32.7% | $2,683+62.3% | $4,869-10.6% |
| Participant deferral / active EE | $5,175 | $3,782+36.8% | $3,096+67.2% | $5,287-2.1% |
| Admin fee / account holder | $2,640 | $4,838-45.4% | $3,141-16.0% | $10,133-73.9% |