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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 | $69,560 | $65,685+5.9% | $57,181+21.6% | $273,965-74.6% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 6.38% | 21.99%-15.6pp | 14.59%-8.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,955 | $3,279-40.4% | $2,682-27.1% | $4,869-59.9% |
| Participant deferral / active EE | $5,632 | $3,781+49.0% | $3,096+81.9% | $5,287+6.5% |
| Admin fee / account holder | $2,312 | $4,835-52.2% | $3,139-26.3% | $10,132-77.2% |