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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 | $65,298 | $65,364-0.1% | $92,909-29.7% | $72,975-10.5% |
| Participation rate | 75.7% | 68.3%+7.4pp | 76.0%-0.3pp | 69.5%+6.2pp |
| Annual return | 20.74% | 42.11%-21.4pp | 109.44%-88.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $2,848 | $2,594+9.8% | $3,653-22.0% | $2,440+16.7% |
| Participant deferral / active EE | $3,693 | $3,128+18.1% | $4,238-12.9% | $3,608+2.4% |
| Admin fee / account holder | $2,683 | $4,251-36.9% | $5,795-53.7% | $5,124-47.6% |