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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 | $63,030 | $58,493+7.8% | $84,023-25.0% | $72,976-13.6% |
| Participation rate | 85.7% | 61.2%+24.5pp | 69.0%+16.7pp | 69.5%+16.2pp |
| Annual return | 23.95% | 28.93%-5.0pp | 71.32%-47.4pp | 81.02%-57.1pp |
| Employer contribution / active EE | $1,428 | $1,163+22.8% | $1,984-28.0% | $2,440-41.5% |
| Participant deferral / active EE | $4,840 | $2,394+102.2% | $3,239+49.4% | $3,608+34.2% |
| Admin fee / account holder | $9,682 | $4,569+111.9% | $6,102+58.7% | $5,124+89.0% |