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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 | $68,779 | $63,365+8.5% | $91,994-25.2% | $72,975-5.8% |
| Participation rate | 94.1% | 72.5%+21.6pp | 78.6%+15.5pp | 69.5%+24.6pp |
| Annual return | 24.48% | 35.35%-10.9pp | 69.04%-44.6pp | 81.01%-56.5pp |
| Employer contribution / active EE | $1,770 | $2,116-16.3% | $3,453-48.7% | $2,440-27.4% |
| Participant deferral / active EE | $11,629 | $4,883+138.1% | $5,924+96.3% | $3,608+222.3% |
| Admin fee / account holder | $4,447 | $4,670-4.8% | $7,744-42.6% | $5,124-13.2% |