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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 | $74,483 | $78,027-4.5% | $178,528-58.3% | $80,925-8.0% |
| Participation rate | 78.2% | 65.7%+12.5pp | 77.1%+1.1pp | 67.7%+10.5pp |
| Annual return | 14.31% | 18.09%-3.8pp | 27.11%-12.8pp | 35.65%-21.3pp |
| Employer contribution / active EE | $2,134 | $2,281-6.4% | $3,950-46.0% | $2,756-22.6% |
| Participant deferral / active EE | $9,050 | $4,408+105.3% | $6,278+44.1% | $4,299+110.5% |
| Admin fee / account holder | $6,362 | $7,168-11.2% | $10,419-38.9% | $6,940-8.3% |