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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 | $79,546 | $68,852+15.5% | $120,524-34.0% | $80,925-1.7% |
| Participation rate | 72.4% | 61.6%+10.8pp | 71.9%+0.5pp | 67.7%+4.8pp |
| Annual return | 12.01% | 23.67%-11.7pp | 107.36%-95.4pp | 35.65%-23.6pp |
| Employer contribution / active EE | $2,011 | $2,063-2.5% | $3,469-42.0% | $2,756-27.0% |
| Participant deferral / active EE | $4,905 | $3,187+53.9% | $4,994-1.8% | $4,299+14.1% |
| Admin fee / account holder | $6,654 | $5,781+15.1% | $9,440-29.5% | $6,940-4.1% |