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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 | $75,227 | $67,606+11.3% | $82,313-8.6% | $70,124+7.3% |
| Participation rate | 84.8% | 72.8%+12.1pp | 76.9%+8.0pp | 69.5%+15.3pp |
| Annual return | 13.56% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $996 | $1,755-43.3% | $2,428-59.0% | $2,342-57.5% |
| Participant deferral / active EE | $3,775 | $2,987+26.4% | $3,706+1.9% | $3,332+13.3% |
| Admin fee / account holder | $5,086 | $4,512+12.7% | $5,608-9.3% | $4,645+9.5% |