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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 | $78,548 | $73,787+6.5% | $98,716-20.4% | $82,448-4.7% |
| Participation rate | 72.7% | 61.4%+11.3pp | 69.3%+3.4pp | 68.1%+4.7pp |
| Annual return | 17.13% | 18.57%-1.4pp | 31.81%-14.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,994 | $1,511+31.9% | $2,279-12.5% | $2,551-21.8% |
| Participant deferral / active EE | $4,269 | $3,081+38.5% | $4,048+5.5% | $4,139+3.1% |
| Admin fee / account holder | $337 | $6,500-94.8% | $8,703-96.1% | $7,234-95.3% |