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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 | $70,631 | $48,076+46.9% | $78,693-10.2% | $62,891+12.3% |
| Participation rate | 81.5% | 65.2%+16.3pp | 73.6%+7.9pp | 69.3%+12.2pp |
| Annual return | 7.81% | 31.35%-23.5pp | 62.18%-54.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $3,073 | $2,015+52.5% | $2,850+7.8% | $2,281+34.7% |
| Participant deferral / active EE | $1,879 | $2,588-27.4% | $3,517-46.6% | $3,203-41.4% |
| Admin fee / account holder | $2,635 | $3,207-17.9% | $4,511-41.6% | $4,296-38.7% |