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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 | $78,380 | $60,349+29.9% | $74,184+5.7% | $62,881+24.6% |
| Participation rate | 70.7% | 72.7%-2.0pp | 76.6%-5.9pp | 69.3%+1.4pp |
| Annual return | 7.19% | 21.38%-14.2pp | 17.74%-10.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,345 | $1,680-20.0% | $2,370-43.3% | $2,281-41.0% |
| Participant deferral / active EE | $2,871 | $2,856+0.5% | $3,550-19.1% | $3,203-10.4% |
| Admin fee / account holder | $743 | $4,261-82.6% | $5,586-86.7% | $4,296-82.7% |