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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 | $76,407+4.2% | $150,298-47.0% | $82,448-3.4% |
| Participation rate | 74.1% | 66.4%+7.7pp | 77.8%-3.6pp | 68.1%+6.1pp |
| Annual return | 17.23% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,519 | $2,614-3.6% | $4,154-39.4% | $2,551-1.2% |
| Participant deferral / active EE | $4,558 | $3,214+41.8% | $5,453-16.4% | $4,139+10.1% |
| Admin fee / account holder | $5,330 | $6,352-16.1% | $14,116-62.2% | $7,234-26.3% |