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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 | $76,831 | $76,551+0.4% | $123,894-38.0% | $62,881+22.2% |
| Participation rate | 78.8% | 73.0%+5.8pp | 81.4%-2.6pp | 69.3%+9.5pp |
| Annual return | 7.40% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,860 | $2,882-0.8% | $4,617-38.1% | $2,281+25.4% |
| Participant deferral / active EE | $5,044 | $4,840+4.2% | $5,984-15.7% | $3,203+57.5% |
| Admin fee / account holder | $2,237 | $4,826-53.6% | $8,357-73.2% | $4,296-47.9% |