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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 | $70,717 | $72,492-2.4% | $87,104-18.8% | $72,975-3.1% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 19.84% | 24.46%-4.6pp | 28.19%-8.4pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,612 | $1,894-14.9% | $2,521-36.1% | $2,440-33.9% |
| Participant deferral / active EE | $4,934 | $3,270+50.9% | $4,048+21.9% | $3,608+36.8% |
| Admin fee / account holder | $698 | $5,055-86.2% | $7,491-90.7% | $5,124-86.4% |