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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 | $69,745 | $58,493+19.2% | $84,021-17.0% | $72,975-4.4% |
| Participation rate | 81.8% | 61.2%+20.6pp | 69.0%+12.8pp | 69.5%+12.3pp |
| Annual return | 21.52% | 28.93%-7.4pp | 71.32%-49.8pp | 81.01%-59.5pp |
| Employer contribution / active EE | $2,503 | $1,163+115.2% | $1,984+26.2% | $2,440+2.6% |
| Participant deferral / active EE | $4,565 | $2,394+90.7% | $3,239+40.9% | $3,608+26.5% |
| Admin fee / account holder | $1,756 | $4,569-61.6% | $6,102-71.2% | $5,124-65.7% |