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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 | $71,674 | $76,407-6.2% | $150,298-52.3% | $82,448-13.1% |
| Participation rate | 72.2% | 66.4%+5.8pp | 77.8%-5.5pp | 68.1%+4.2pp |
| Annual return | 31.91% | 39.99%-8.1pp | 62.79%-30.9pp | 41.64%-9.7pp |
| Employer contribution / active EE | $3,194 | $2,614+22.2% | $4,154-23.1% | $2,551+25.2% |
| Participant deferral / active EE | $6,006 | $3,214+86.9% | $5,453+10.2% | $4,139+45.1% |
| Admin fee / account holder | $9,953 | $6,352+56.7% | $14,116-29.5% | $7,234+37.6% |