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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 | $73,395 | $58,512+25.4% | $84,020-12.6% | $72,983+0.6% |
| Participation rate | 71.7% | 61.2%+10.5pp | 69.0%+2.7pp | 69.5%+2.3pp |
| Annual return | 25.53% | 28.93%-3.4pp | 71.31%-45.8pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,642 | $1,163+41.2% | $1,984-17.2% | $2,440-32.7% |
| Participant deferral / active EE | $3,551 | $2,394+48.3% | $3,239+9.6% | $3,608-1.6% |
| Admin fee / account holder | $2,999 | $4,569-34.4% | $6,101-50.9% | $5,124-41.5% |