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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 | $78,487 | $86,938-9.7% | $102,423-23.4% | $80,925-3.0% |
| Participation rate | 77.1% | 72.4%+4.8pp | 76.5%+0.6pp | 67.7%+9.5pp |
| Annual return | 22.77% | 18.89%+3.9pp | 29.42%-6.7pp | 35.65%-12.9pp |
| Employer contribution / active EE | $4,601 | $2,369+94.2% | $3,023+52.2% | $2,756+66.9% |
| Participant deferral / active EE | $3,620 | $4,120-12.2% | $5,054-28.4% | $4,299-15.8% |
| Admin fee / account holder | $1,039 | $8,053-87.1% | $9,455-89.0% | $6,940-85.0% |