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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 | $76,020 | $80,992-6.1% | $96,534-21.3% | $75,173+1.1% |
| Participation rate | 77.0% | 71.8%+5.2pp | 76.0%+1.0pp | 67.2%+9.8pp |
| Annual return | 17.09% | 27.05%-10.0pp | 25.88%-8.8pp | 160.72%-143.6pp |
| Employer contribution / active EE | $1,470 | $2,283-35.6% | $2,965-50.4% | $2,671-45.0% |
| Participant deferral / active EE | $2,762 | $3,929-29.7% | $4,851-43.1% | $4,126-33.1% |
| Admin fee / account holder | $8,894 | $6,717+32.4% | $8,253+7.8% | $5,651+57.4% |