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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 | $80,921 | $81,358-0.5% | $155,556-48.0% | $80,9590% |
| Participation rate | 76.3% | 66.3%+10.0pp | 78.2%-2.0pp | 67.7%+8.6pp |
| Annual return | 17.77% | 33.39%-15.6pp | 64.84%-47.1pp | 35.67%-17.9pp |
| Employer contribution / active EE | $3,559 | $3,106+14.6% | $4,675-23.9% | $2,757+29.1% |
| Participant deferral / active EE | $4,893 | $3,455+41.6% | $5,631-13.1% | $4,300+13.8% |
| Admin fee / account holder | $7,560 | $7,994-5.4% | $15,885-52.4% | $6,925+9.2% |