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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 | $78,953 | $67,602+16.8% | $82,312-4.1% | $70,126+12.6% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 16.02% | 21.57%-5.6pp | 25.88%-9.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,669 | $1,755-4.9% | $2,428-31.3% | $2,343-28.8% |
| Participant deferral / active EE | $4,188 | $2,987+40.2% | $3,706+13.0% | $3,332+25.7% |
| Admin fee / account holder | $6,091 | $4,512+35.0% | $5,608+8.6% | $4,645+31.1% |