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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 | $85,946 | $67,602+27.1% | $82,312+4.4% | $70,126+22.6% |
| Participation rate | 73.9% | 72.8%+1.1pp | 76.9%-3.0pp | 69.5%+4.4pp |
| Annual return | 19.39% | 21.57%-2.2pp | 25.88%-6.5pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,403 | $1,755-20.0% | $2,428-42.2% | $2,343-40.1% |
| Participant deferral / active EE | $2,861 | $2,987-4.2% | $3,706-22.8% | $3,332-14.1% |
| Admin fee / account holder | $2,729 | $4,512-39.5% | $5,608-51.3% | $4,645-41.2% |