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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 | $66,729 | $76,551-12.8% | $123,894-46.1% | $62,881+6.1% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 6.03% | 18.68%-12.6pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,366 | $2,882-17.9% | $4,617-48.7% | $2,281+3.7% |
| Participant deferral / active EE | $5,279 | $4,840+9.1% | $5,984-11.8% | $3,203+64.8% |
| Admin fee / account holder | $5,004 | $4,826+3.7% | $8,357-40.1% | $4,296+16.5% |