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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 | $76,233 | $72,492+5.2% | $87,104-12.5% | $72,975+4.5% |
| Participation rate | 93.6% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 23.13% | 24.46%-1.3pp | 28.19%-5.1pp | 81.01%-57.9pp |
| Employer contribution / active EE | $1,568 | $1,894-17.2% | $2,521-37.8% | $2,440-35.7% |
| Participant deferral / active EE | $7,568 | $3,270+131.5% | $4,048+86.9% | $3,608+109.8% |
| Admin fee / account holder | $4,479 | $5,055-11.4% | $7,491-40.2% | $5,124-12.6% |