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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 | $76,803 | $80,985-5.2% | $96,576-20.5% | $75,181+2.2% |
| Participation rate | 91.3% | 71.8%+19.5pp | 76.0%+15.3pp | 67.2%+24.1pp |
| Annual return | 29.45% | 27.05%+2.4pp | 25.87%+3.6pp | 160.69%-131.2pp |
| Employer contribution / active EE | $2,501 | $2,282+9.6% | $2,965-15.7% | $2,671-6.4% |
| Participant deferral / active EE | $4,776 | $3,929+21.6% | $4,851-1.5% | $4,126+15.8% |
| Admin fee / account holder | $3,361 | $6,719-50.0% | $8,253-59.3% | $5,650-40.5% |