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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 | $75,039 | $57,119+31.4% | $85,187-11.9% | $80,935-7.3% |
| Participation rate | 81.8% | 56.4%+25.4pp | 67.5%+14.3pp | 67.7%+14.2pp |
| Annual return | 24.33% | 21.70%+2.6pp | 66.67%-42.3pp | 35.66%-11.3pp |
| Employer contribution / active EE | $1,639 | $1,802-9.0% | $2,732-40.0% | $2,757-40.5% |
| Participant deferral / active EE | $5,181 | $3,115+66.3% | $4,525+14.5% | $4,299+20.5% |
| Admin fee / account holder | $6,966 | $4,990+39.6% | $6,162+13.1% | $6,924+0.6% |