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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 | $77,524 | $76,551+1.3% | $123,894-37.4% | $62,881+23.3% |
| Participation rate | 94.7% | 73.0%+21.8pp | 81.4%+13.3pp | 69.3%+25.4pp |
| Annual return | 11.56% | 18.68%-7.1pp | 47.52%-36.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $3,166 | $2,882+9.8% | $4,617-31.4% | $2,281+38.8% |
| Participant deferral / active EE | $6,600 | $4,840+36.4% | $5,984+10.3% | $3,203+106.1% |
| Admin fee / account holder | $6,402 | $4,826+32.7% | $8,357-23.4% | $4,296+49.0% |