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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 | $77,003 | $67,602+13.9% | $82,312-6.4% | $70,126+9.8% |
| Participation rate | 79.4% | 72.8%+6.6pp | 76.9%+2.5pp | 69.5%+9.8pp |
| Annual return | 17.65% | 21.57%-3.9pp | 25.88%-8.2pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,888 | $1,755+7.6% | $2,428-22.2% | $2,343-19.4% |
| Participant deferral / active EE | $4,002 | $2,987+34.0% | $3,706+8.0% | $3,332+20.1% |
| Admin fee / account holder | $723 | $4,512-84.0% | $5,608-87.1% | $4,645-84.4% |