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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 | $76,334 | $56,277+35.6% | $80,976-5.7% | $62,891+21.4% |
| Participation rate | 92.6% | 69.0%+23.6pp | 75.8%+16.8pp | 69.3%+23.3pp |
| Annual return | 6.60% | 22.12%-15.5pp | 17.10%-10.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,440 | $1,943+25.6% | $3,714-34.3% | $2,281+7.0% |
| Participant deferral / active EE | $2,875 | $4,195-31.5% | $5,696-49.5% | $3,203-10.2% |
| Admin fee / account holder | $1,923 | $3,741-48.6% | $5,516-65.1% | $4,296-55.2% |