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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 | $77,057 | $76,551+0.7% | $123,894-37.8% | $62,881+22.5% |
| Participation rate | 75.9% | 73.0%+2.9pp | 81.4%-5.5pp | 69.3%+6.6pp |
| Annual return | 9.19% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,889 | $2,882+0.2% | $4,617-37.4% | $2,281+26.7% |
| Participant deferral / active EE | $6,748 | $4,840+39.4% | $5,984+12.8% | $3,203+110.7% |
| Admin fee / account holder | $1,407 | $4,826-70.8% | $8,357-83.2% | $4,296-67.3% |