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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 | $79,630 | $78,690+1.2% | $161,489-50.7% | $87,485-9.0% |
| Participation rate | 74.1% | 67.5%+6.7pp | 78.7%-4.6pp | 68.9%+5.2pp |
| Annual return | 17.23% | 32.74%-15.5pp | 89.72%-72.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,519 | $2,588-2.7% | $4,268-41.0% | $2,596-3.0% |
| Participant deferral / active EE | $4,558 | $3,311+37.7% | $5,630-19.0% | $4,274+6.6% |
| Admin fee / account holder | $5,330 | $6,724-20.7% | $16,006-66.7% | $7,775-31.4% |