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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 | $72,485 | $58,493+23.9% | $84,021-13.7% | $72,975-0.7% |
| Participation rate | 75.4% | 61.2%+14.2pp | 69.0%+6.4pp | 69.5%+5.9pp |
| Annual return | 25.58% | 28.93%-3.4pp | 71.32%-45.7pp | 81.01%-55.4pp |
| Employer contribution / active EE | $1,334 | $1,163+14.7% | $1,984-32.8% | $2,440-45.3% |
| Participant deferral / active EE | $8,061 | $2,394+236.7% | $3,239+148.9% | $3,608+123.4% |
| Admin fee / account holder | $3,425 | $4,569-25.0% | $6,102-43.9% | $5,124-33.2% |