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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 | $70,065 | $67,602+3.6% | $82,312-14.9% | $70,126-0.1% |
| Participation rate | 71.1% | 72.8%-1.7pp | 76.9%-5.8pp | 69.5%+1.5pp |
| Annual return | 26.95% | 21.57%+5.4pp | 25.88%+1.1pp | 73.15%-46.2pp |
| Employer contribution / active EE | $1,524 | $1,755-13.2% | $2,428-37.3% | $2,343-35.0% |
| Participant deferral / active EE | $4,625 | $2,987+54.8% | $3,706+24.8% | $3,332+38.8% |
| Admin fee / account holder | $2,599 | $4,512-42.4% | $5,608-53.7% | $4,645-44.1% |