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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 | $81,233+5.2% | $155,567-45.1% | $80,874+5.6% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 13.12% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,519 | $3,101-18.8% | $4,674-46.1% | $2,756-8.6% |
| Participant deferral / active EE | $7,674 | $3,452+122.3% | $5,628+36.4% | $4,297+78.6% |
| Admin fee / account holder | $3,735 | $7,998-53.3% | $15,916-76.5% | $6,935-46.1% |