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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 | $66,776 | $52,580+27.0% | $71,671-6.8% | $70,126-4.8% |
| Participation rate | 79.3% | 60.9%+18.4pp | 68.7%+10.6pp | 69.5%+9.8pp |
| Annual return | 17.74% | 20.25%-2.5pp | 20.65%-2.9pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,285 | $1,616-20.5% | $2,460-47.8% | $2,343-45.1% |
| Participant deferral / active EE | $2,195 | $2,386-8.0% | $3,438-36.2% | $3,332-34.1% |
| Admin fee / account holder | $3,547 | $3,653-2.9% | $5,558-36.2% | $4,645-23.6% |