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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 | $74,214 | $75,541-1.8% | $152,093-51.2% | $82,637-10.2% |
| Participation rate | 76.1% | 66.5%+9.5pp | 77.8%-1.7pp | 68.1%+8.0pp |
| Annual return | 14.58% | 32.56%-18.0pp | 66.36%-51.8pp | 53.51%-38.9pp |
| Employer contribution / active EE | $2,234 | $2,622-14.8% | $4,175-46.5% | $2,552-12.5% |
| Participant deferral / active EE | $3,793 | $3,206+18.3% | $5,451-30.4% | $4,126-8.1% |
| Admin fee / account holder | $4,667 | $6,405-27.1% | $14,497-67.8% | $7,339-36.4% |