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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 | $85,782 | $81,262+5.6% | $155,602-44.9% | $80,911+6.0% |
| Participation rate | 70.0% | 66.2%+3.8pp | 78.2%-8.2pp | 67.6%+2.4pp |
| Annual return | 17.16% | 33.34%-16.2pp | 64.81%-47.7pp | 35.63%-18.5pp |
| Employer contribution / active EE | $2,927 | $3,102-5.6% | $4,675-37.4% | $2,756+6.2% |
| Participant deferral / active EE | $4,377 | $3,451+26.8% | $5,629-22.2% | $4,297+1.9% |
| Admin fee / account holder | $9,225 | $7,992+15.4% | $15,923-42.1% | $6,935+33.0% |