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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 | $83,637 | $81,331+2.8% | $155,534-46.2% | $80,935+3.3% |
| Participation rate | 71.0% | 66.3%+4.7pp | 78.2%-7.3pp | 67.7%+3.3pp |
| Annual return | 19.20% | 33.37%-14.2pp | 64.92%-45.7pp | 35.66%-16.5pp |
| Employer contribution / active EE | $2,145 | $3,105-30.9% | $4,675-54.1% | $2,757-22.2% |
| Participant deferral / active EE | $5,549 | $3,454+60.7% | $5,630-1.4% | $4,299+29.1% |
| Admin fee / account holder | $2,296 | $7,999-71.3% | $15,900-85.6% | $6,924-66.8% |