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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 | $78,639 | $59,440+32.3% | $70,160+12.1% | $75,177+4.6% |
| Participation rate | 85.5% | 71.6%+13.9pp | 78.8%+6.7pp | 67.2%+18.3pp |
| Annual return | 18.05% | 18.53%-0.5pp | 19.08%-1.0pp | 160.75%-142.7pp |
| Employer contribution / active EE | $3,064 | $3,307-7.3% | $4,285-28.5% | $2,671+14.7% |
| Participant deferral / active EE | $3,264 | $3,653-10.6% | $5,394-39.5% | $4,126-20.9% |
| Admin fee / account holder | $2,473 | $4,401-43.8% | $4,582-46.0% | $5,651-56.2% |