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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 | $67,427 | $56,894+18.5% | $84,753-20.4% | $62,881+7.2% |
| Participation rate | 73.2% | 68.5%+4.7pp | 76.6%-3.4pp | 69.3%+3.9pp |
| Annual return | 8.48% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,821 | $2,400-24.1% | $3,574-49.1% | $2,281-20.2% |
| Participant deferral / active EE | $5,467 | $2,709+101.8% | $3,712+47.3% | $3,203+70.7% |
| Admin fee / account holder | $4,537 | $3,581+26.7% | $5,333-14.9% | $4,296+5.6% |