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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 | $59,007 | $58,627+0.6% | $76,735-23.1% | $82,448-28.4% |
| Participation rate | 76.5% | 63.2%+13.3pp | 69.5%+7.0pp | 68.1%+8.4pp |
| Annual return | 20.24% | 39.10%-18.9pp | 29.77%-9.5pp | 41.64%-21.4pp |
| Employer contribution / active EE | $3,162 | $1,729+82.8% | $2,454+28.8% | $2,551+23.9% |
| Participant deferral / active EE | $7,021 | $3,134+124.1% | $4,088+71.8% | $4,139+69.6% |
| Admin fee / account holder | $13,974 | $5,323+162.5% | $7,189+94.4% | $7,234+93.2% |