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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 | $83,898-6.4% | $133,346-41.1% | $94,015-16.5% |
| Participation rate | 72.7% | 63.4%+9.4pp | 72.8%-0.1pp | 70.8%+1.9pp |
| Annual return | 17.13% | 16.00%+1.1pp | 36.85%-19.7pp | 17.84%-0.7pp |
| Employer contribution / active EE | $1,994 | $1,821+9.5% | $2,853-30.1% | $2,790-28.5% |
| Participant deferral / active EE | $4,269 | $3,245+31.6% | $4,332-1.5% | $4,249+0.5% |
| Admin fee / account holder | $337 | $7,809-95.7% | $14,264-97.6% | $8,951-96.2% |