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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 | $76,869 | $80,983-5.1% | $96,544-20.4% | $75,177+2.3% |
| Participation rate | 87.0% | 71.8%+15.2pp | 76.0%+11.0pp | 67.2%+19.8pp |
| Annual return | 27.84% | 27.05%+0.8pp | 25.88%+2.0pp | 160.75%-132.9pp |
| Employer contribution / active EE | $1,609 | $2,282-29.5% | $2,966-45.8% | $2,671-39.8% |
| Participant deferral / active EE | $4,328 | $3,929+10.2% | $4,851-10.8% | $4,126+4.9% |
| Admin fee / account holder | $827 | $6,717-87.7% | $8,254-90.0% | $5,651-85.4% |