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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 | $63,749 | $67,602-5.7% | $82,312-22.6% | $70,126-9.1% |
| Participation rate | 84.8% | 72.8%+12.0pp | 76.9%+7.9pp | 69.5%+15.2pp |
| Annual return | 22.37% | 21.57%+0.8pp | 25.88%-3.5pp | 73.15%-50.8pp |
| Employer contribution / active EE | $2,795 | $1,755+59.3% | $2,428+15.1% | $2,343+19.3% |
| Participant deferral / active EE | $8,506 | $2,987+184.7% | $3,706+129.5% | $3,332+155.3% |
| Admin fee / account holder | $3,536 | $4,512-21.6% | $5,608-36.9% | $4,645-23.9% |