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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 | $73,402 | $62,583+17.3% | $76,767-4.4% | $64,173+14.4% |
| Participation rate | 88.2% | 72.8%+15.4pp | 77.0%+11.3pp | 69.6%+18.7pp |
| Annual return | 18.34% | -1.95%+20.3pp | 2.43%+15.9pp | 7.63%+10.7pp |
| Employer contribution / active EE | $2,941 | $1,832+60.5% | $2,485+18.3% | $2,381+23.5% |
| Participant deferral / active EE | $3,897 | $3,145+23.9% | $3,852+1.2% | $3,470+12.3% |
| Admin fee / account holder | $1,932 | $4,667-58.6% | $6,675-71.1% | $4,887-60.5% |