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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 | $69,650 | $63,365+9.9% | $91,994-24.3% | $72,976-4.6% |
| Participation rate | 94.0% | 72.5%+21.5pp | 78.6%+15.4pp | 69.5%+24.5pp |
| Annual return | 27.03% | 35.35%-8.3pp | 69.04%-42.0pp | 81.02%-54.0pp |
| Employer contribution / active EE | $2,512 | $2,116+18.7% | $3,453-27.2% | $2,440+2.9% |
| Participant deferral / active EE | $5,411 | $4,883+10.8% | $5,924-8.7% | $3,608+50.0% |
| Admin fee / account holder | $3,784 | $4,670-19.0% | $7,744-51.1% | $5,124-26.2% |