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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 | $89,624 | $81,504+10.0% | $102,437-12.5% | $80,959+10.7% |
| Participation rate | 74.2% | 66.9%+7.3pp | 74.5%-0.3pp | 67.7%+6.5pp |
| Annual return | 13.60% | 25.60%-12.0pp | 24.95%-11.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,480 | $3,104-20.1% | $3,871-35.9% | $2,757-10.1% |
| Participant deferral / active EE | $5,349 | $3,871+38.2% | $5,060+5.7% | $4,300+24.4% |
| Admin fee / account holder | $17,316 | $6,719+157.7% | $8,388+106.4% | $6,925+150.0% |