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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 | $75,233 | $88,186-14.7% | $165,071-54.4% | $74,459+1.0% |
| Participation rate | 75.0% | 73.1%+1.9pp | 78.6%-3.6pp | 67.2%+7.8pp |
| Annual return | 13.53% | 17.13%-3.6pp | 70.17%-56.6pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $2,696 | $2,600+3.7% | $4,347-38.0% | $2,626+2.7% |
| Participant deferral / active EE | $5,131 | $4,505+13.9% | $6,035-15.0% | $4,350+18.0% |
| Admin fee / account holder | $2,326 | $2,234+4.1% | $12,695-81.7% | $1,945+19.6% |