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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 | $77,696 | $76,407+1.7% | $150,298-48.3% | $82,448-5.8% |
| Participation rate | 86.6% | 66.4%+20.2pp | 77.8%+8.8pp | 68.1%+18.5pp |
| Annual return | 21.55% | 39.99%-18.4pp | 62.79%-41.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $2,334 | $2,614-10.7% | $4,154-43.8% | $2,551-8.5% |
| Participant deferral / active EE | $7,100 | $3,214+120.9% | $5,453+30.2% | $4,139+71.5% |
| Admin fee / account holder | $3,601 | $6,352-43.3% | $14,116-74.5% | $7,234-50.2% |