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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 | $73,488 | $56,894+29.2% | $84,753-13.3% | $62,881+16.9% |
| Participation rate | 71.4% | 68.5%+2.9pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 8.49% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,915 | $2,400+21.5% | $3,574-18.4% | $2,281+27.8% |
| Participant deferral / active EE | $6,624 | $2,709+144.5% | $3,712+78.5% | $3,203+106.8% |
| Admin fee / account holder | $2,188 | $3,581-38.9% | $5,333-59.0% | $4,296-49.1% |