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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 | $69,880 | $76,407-8.5% | $150,298-53.5% | $82,448-15.2% |
| Participation rate | 83.0% | 66.4%+16.6pp | 77.8%+5.2pp | 68.1%+14.9pp |
| Annual return | 42.97% | 39.99%+3.0pp | 62.79%-19.8pp | 41.64%+1.3pp |
| Employer contribution / active EE | $2,581 | $2,614-1.3% | $4,154-37.9% | $2,551+1.2% |
| Participant deferral / active EE | $4,567 | $3,214+42.1% | $5,453-16.2% | $4,139+10.3% |
| Admin fee / account holder | $816 | $6,352-87.2% | $14,116-94.2% | $7,234-88.7% |