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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 | $59,348 | $58,493+1.5% | $84,023-29.4% | $72,976-18.7% |
| Participation rate | 82.7% | 61.2%+21.5pp | 69.0%+13.7pp | 69.5%+13.2pp |
| Annual return | 24.47% | 28.93%-4.5pp | 71.32%-46.8pp | 81.02%-56.5pp |
| Employer contribution / active EE | $2,172 | $1,163+86.8% | $1,984+9.5% | $2,440-11.0% |
| Participant deferral / active EE | $3,636 | $2,394+51.9% | $3,239+12.2% | $3,608+0.8% |
| Admin fee / account holder | $1,004 | $4,569-78.0% | $6,102-83.6% | $5,124-80.4% |