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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 | $85,420 | $81,358+5.0% | $155,556-45.1% | $80,959+5.5% |
| Participation rate | 75.0% | 66.3%+8.7pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 13.12% | 33.39%-20.3pp | 64.84%-51.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,519 | $3,106-18.9% | $4,675-46.1% | $2,757-8.7% |
| Participant deferral / active EE | $7,674 | $3,455+122.1% | $5,631+36.3% | $4,300+78.5% |
| Admin fee / account holder | $3,735 | $7,994-53.3% | $15,885-76.5% | $6,925-46.1% |