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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 | $72,825 | $70,486+3.3% | $100,535-27.6% | $79,856-8.8% |
| Participation rate | 88.0% | 73.6%+14.4pp | 79.4%+8.6pp | 69.6%+18.4pp |
| Annual return | 15.19% | 21.90%-6.7pp | 30.90%-15.7pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,912 | $2,165+34.5% | $3,419-14.8% | $2,471+17.8% |
| Participant deferral / active EE | $9,774 | $5,182+88.6% | $6,271+55.9% | $3,741+161.3% |
| Admin fee / account holder | $5,248 | $4,480+17.2% | $8,085-35.1% | $5,306-1.1% |