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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 | $74,535+5.4% | $100,712-22.0% | $82,637-4.9% |
| Participation rate | 72.7% | 61.2%+11.6pp | 69.3%+3.5pp | 68.1%+4.7pp |
| Annual return | 17.13% | 18.92%-1.8pp | 33.27%-16.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $1,994 | $1,503+32.7% | $2,313-13.8% | $2,552-21.9% |
| Participant deferral / active EE | $4,269 | $3,074+38.9% | $4,085+4.5% | $4,126+3.5% |
| Admin fee / account holder | $337 | $6,576-94.9% | $9,256-96.4% | $7,339-95.4% |