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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 | $65,203 | $79,894-18.4% | $135,792-52.0% | $82,637-21.1% |
| Participation rate | 70.6% | 63.0%+7.6pp | 72.6%-2.0pp | 68.1%+2.5pp |
| Annual return | 15.89% | 17.20%-1.3pp | 25.96%-10.1pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,924 | $2,165-11.1% | $3,496-44.9% | $2,552-24.6% |
| Participant deferral / active EE | $3,249 | $3,194+1.7% | $4,759-31.7% | $4,126-21.3% |
| Admin fee / account holder | $8,035 | $6,434+24.9% | $12,266-34.5% | $7,339+9.5% |