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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 | $81,263 | $67,602+20.2% | $82,312-1.3% | $70,126+15.9% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.9%+13.7pp | 69.5%+21.0pp |
| Annual return | 17.20% | 21.57%-4.4pp | 25.88%-8.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $745 | $1,755-57.5% | $2,428-69.3% | $2,343-68.2% |
| Participant deferral / active EE | $4,858 | $2,987+62.6% | $3,706+31.1% | $3,332+45.8% |
| Admin fee / account holder | $1,936 | $4,512-57.1% | $5,608-65.5% | $4,645-58.3% |