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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 | $58,013 | $54,541+6.4% | $78,778-26.4% | $70,126-17.3% |
| Participation rate | 72.5% | 60.8%+11.7pp | 69.2%+3.3pp | 69.5%+2.9pp |
| Annual return | 24.58% | 21.07%+3.5pp | 35.62%-11.0pp | 73.15%-48.6pp |
| Employer contribution / active EE | $2,362 | $1,089+117.0% | $1,986+18.9% | $2,343+0.8% |
| Participant deferral / active EE | $4,894 | $2,210+121.4% | $2,958+65.4% | $3,332+46.9% |
| Admin fee / account holder | $2,525 | $3,709-31.9% | $5,134-50.8% | $4,645-45.7% |