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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 | $61,624 | $55,902+10.2% | $76,030-18.9% | $80,959-23.9% |
| Participation rate | 72.5% | 62.1%+10.5pp | 69.1%+3.5pp | 67.7%+4.9pp |
| Annual return | 13.25% | 20.59%-7.3pp | 361.54%-348.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $2,080 | $1,867+11.4% | $2,688-22.6% | $2,757-24.6% |
| Participant deferral / active EE | $5,159 | $3,051+69.1% | $4,257+21.2% | $4,300+20.0% |
| Admin fee / account holder | $4,111 | $5,239-21.5% | $6,421-36.0% | $6,925-40.6% |