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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 | $77,376 | $39,132+97.7% | $57,196+35.3% | $62,881+23.1% |
| Participation rate | 92.1% | 70.5%+21.6pp | 75.3%+16.8pp | 69.3%+22.8pp |
| Annual return | 6.01% | 9.24%-3.2pp | 14.59%-8.6pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,479 | $1,874-21.1% | $2,683-44.9% | $2,281-35.2% |
| Participant deferral / active EE | $2,410 | $2,374+1.5% | $3,096-22.2% | $3,203-24.7% |
| Admin fee / account holder | $1,739 | $2,594-32.9% | $3,141-44.6% | $4,296-59.5% |