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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 | $71,229 | $65,712+8.4% | $57,196+24.5% | $273,972-74.0% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 5.96% | 22.01%-16.0pp | 14.59%-8.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,968 | $3,280-9.5% | $2,683+10.6% | $4,869-39.0% |
| Participant deferral / active EE | $1,717 | $3,782-54.6% | $3,096-44.5% | $5,287-67.5% |
| Admin fee / account holder | $2,460 | $4,838-49.1% | $3,141-21.7% | $10,133-75.7% |