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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 | $64,302 | $58,512+9.9% | $84,020-23.5% | $72,983-11.9% |
| Participation rate | 79.2% | 61.2%+17.9pp | 69.0%+10.2pp | 69.5%+9.7pp |
| Annual return | 22.24% | 28.93%-6.7pp | 71.31%-49.1pp | 81.01%-58.8pp |
| Employer contribution / active EE | $2,202 | $1,163+89.4% | $1,984+11.0% | $2,440-9.7% |
| Participant deferral / active EE | $5,987 | $2,394+150.1% | $3,239+84.9% | $3,608+66.0% |
| Admin fee / account holder | $652 | $4,569-85.7% | $6,101-89.3% | $5,124-87.3% |