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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 | $68,220 | $48,364+41.1% | $71,796-5.0% | $62,881+8.5% |
| Participation rate | 72.4% | 60.6%+11.8pp | 69.1%+3.3pp | 69.3%+3.1pp |
| Annual return | 7.51% | 13.16%-5.6pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,673 | $1,042+60.6% | $1,924-13.1% | $2,281-26.6% |
| Participant deferral / active EE | $4,206 | $2,091+101.1% | $2,794+50.5% | $3,203+31.3% |
| Admin fee / account holder | $5,912 | $3,771+56.8% | $4,815+22.8% | $4,296+37.6% |