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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 | $74,473 | $60,349+23.4% | $74,184+0.4% | $62,881+18.4% |
| Participation rate | 88.9% | 72.7%+16.2pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 6.19% | 21.38%-15.2pp | 17.74%-11.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,217 | $1,680-27.5% | $2,370-48.6% | $2,281-46.6% |
| Participant deferral / active EE | $4,869 | $2,856+70.5% | $3,550+37.2% | $3,203+52.0% |
| Admin fee / account holder | $4,260 | $4,2610% | $5,586-23.7% | $4,296-0.8% |