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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 | $65,722 | $76,407-14.0% | $150,298-56.3% | $82,448-20.3% |
| Participation rate | 75.8% | 66.4%+9.4pp | 77.8%-2.0pp | 68.1%+7.7pp |
| Annual return | 15.46% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,521 | $2,614-3.6% | $4,154-39.3% | $2,551-1.2% |
| Participant deferral / active EE | $5,300 | $3,214+64.9% | $5,453-2.8% | $4,139+28.1% |
| Admin fee / account holder | $14,255 | $6,352+124.4% | $14,116+1.0% | $7,234+97.0% |