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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 | $76,732 | $72,492+5.8% | $87,104-11.9% | $72,975+5.1% |
| Participation rate | 93.0% | 72.8%+20.2pp | 76.9%+16.2pp | 69.5%+23.5pp |
| Annual return | 21.89% | 24.46%-2.6pp | 28.19%-6.3pp | 81.01%-59.1pp |
| Employer contribution / active EE | $3,502 | $1,894+84.9% | $2,521+38.9% | $2,440+43.5% |
| Participant deferral / active EE | $5,616 | $3,270+71.8% | $4,048+38.7% | $3,608+55.7% |
| Admin fee / account holder | $2,849 | $5,055-43.6% | $7,491-62.0% | $5,124-44.4% |