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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 | $74,205 | $60,349+23.0% | $74,1840% | $62,881+18.0% |
| Participation rate | 77.3% | 72.7%+4.5pp | 76.6%+0.7pp | 69.3%+8.0pp |
| Annual return | 8.62% | 21.38%-12.8pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,514 | $1,680-9.9% | $2,370-36.1% | $2,281-33.6% |
| Participant deferral / active EE | $5,368 | $2,856+87.9% | $3,550+51.2% | $3,203+67.6% |
| Admin fee / account holder | $2,797 | $4,261-34.4% | $5,586-49.9% | $4,296-34.9% |