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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 | $81,862 | $72,492+12.9% | $87,102-6.0% | $72,983+12.2% |
| Participation rate | 92.8% | 72.8%+20.0pp | 76.9%+15.9pp | 69.5%+23.3pp |
| Annual return | 19.13% | 24.46%-5.3pp | 28.19%-9.1pp | 81.01%-61.9pp |
| Employer contribution / active EE | $2,181 | $1,894+15.1% | $2,521-13.5% | $2,440-10.6% |
| Participant deferral / active EE | $4,216 | $3,270+28.9% | $4,048+4.1% | $3,608+16.9% |
| Admin fee / account holder | $1,361 | $5,055-73.1% | $7,491-81.8% | $5,124-73.4% |