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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 | $78,015-4.5% | $178,505-58.3% | $80,959-8.0% |
| Participation rate | 78.2% | 65.7%+12.5pp | 77.1%+1.0pp | 67.7%+10.5pp |
| Annual return | 14.31% | 18.10%-3.8pp | 27.16%-12.8pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,134 | $2,281-6.4% | $3,955-46.0% | $2,757-22.6% |
| Participant deferral / active EE | $9,050 | $4,406+105.4% | $6,280+44.1% | $4,300+110.4% |
| Admin fee / account holder | $6,362 | $7,160-11.1% | $10,428-39.0% | $6,925-8.1% |