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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 | $76,262 | $54,541+39.8% | $78,778-3.2% | $70,126+8.8% |
| Participation rate | 90.0% | 60.8%+29.2pp | 69.2%+20.8pp | 69.5%+20.5pp |
| Annual return | 12.96% | 21.07%-8.1pp | 35.62%-22.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,780 | $1,089+63.5% | $1,986-10.4% | $2,343-24.0% |
| Participant deferral / active EE | $3,739 | $2,210+69.2% | $2,958+26.4% | $3,332+12.2% |
| Admin fee / account holder | $817 | $3,709-78.0% | $5,134-84.1% | $4,645-82.4% |