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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 | $67,629 | $81,504-17.0% | $102,437-34.0% | $80,959-16.5% |
| Participation rate | 77.4% | 66.9%+10.6pp | 74.5%+2.9pp | 67.7%+9.8pp |
| Annual return | 14.69% | 25.60%-10.9pp | 24.95%-10.3pp | 35.67%-21.0pp |
| Employer contribution / active EE | $4,461 | $3,104+43.8% | $3,871+15.3% | $2,757+61.8% |
| Participant deferral / active EE | $9,145 | $3,871+136.3% | $5,060+80.7% | $4,300+112.7% |
| Admin fee / account holder | $2,434 | $6,719-63.8% | $8,388-71.0% | $6,925-64.9% |