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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 | $79,320 | $60,349+31.4% | $74,184+6.9% | $62,881+26.1% |
| Participation rate | 70.0% | 72.7%-2.7pp | 76.6%-6.6pp | 69.3%+0.7pp |
| Annual return | 10.94% | 21.38%-10.4pp | 17.74%-6.8pp | 20.14%-9.2pp |
| Employer contribution / active EE | $2,258 | $1,680+34.4% | $2,370-4.7% | $2,281-1.0% |
| Participant deferral / active EE | $4,163 | $2,856+45.7% | $3,550+17.3% | $3,203+30.0% |
| Admin fee / account holder | $3,372 | $4,261-20.9% | $5,586-39.6% | $4,296-21.5% |