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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 | $61,523 | $47,848+28.6% | $81,473-24.5% | $70,126-12.3% |
| Participation rate | 84.0% | 58.3%+25.7pp | 68.0%+16.0pp | 69.5%+14.5pp |
| Annual return | 19.17% | 27.25%-8.1pp | 38.78%-19.6pp | 73.15%-54.0pp |
| Employer contribution / active EE | $1,769 | $1,527+15.9% | $2,568-31.1% | $2,343-24.5% |
| Participant deferral / active EE | $3,430 | $2,453+39.8% | $3,537-3.0% | $3,332+3.0% |
| Admin fee / account holder | $1,229 | $3,145-60.9% | $4,561-73.1% | $4,645-73.5% |