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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 | $80,114 | $60,349+32.8% | $74,184+8.0% | $62,881+27.4% |
| Participation rate | 72.4% | 72.7%-0.3pp | 76.6%-4.2pp | 69.3%+3.1pp |
| Annual return | 5.59% | 21.38%-15.8pp | 17.74%-12.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,599 | $1,680-4.9% | $2,370-32.6% | $2,281-29.9% |
| Participant deferral / active EE | $4,740 | $2,856+66.0% | $3,550+33.5% | $3,203+48.0% |
| Admin fee / account holder | $11,125 | $4,261+161.1% | $5,586+99.2% | $4,296+159.0% |