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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 | $82,940 | $67,602+22.7% | $82,312+0.8% | $70,126+18.3% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 17.61% | 21.57%-4.0pp | 25.88%-8.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,253 | $1,755-28.6% | $2,428-48.4% | $2,343-46.5% |
| Participant deferral / active EE | $3,423 | $2,987+14.6% | $3,706-7.6% | $3,332+2.8% |
| Admin fee / account holder | $308 | $4,512-93.2% | $5,608-94.5% | $4,645-93.4% |