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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 | $69,319 | $56,544+22.6% | $75,501-8.2% | $70,126-1.2% |
| Participation rate | 93.5% | 68.1%+25.4pp | 72.4%+21.2pp | 69.5%+24.0pp |
| Annual return | 18.34% | 23.59%-5.2pp | 27.35%-9.0pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,854 | $1,817+2.1% | $2,352-21.2% | $2,343-20.9% |
| Participant deferral / active EE | $3,809 | $2,580+47.6% | $3,142+21.2% | $3,332+14.3% |
| Admin fee / account holder | $749 | $3,827-80.4% | $5,801-87.1% | $4,645-83.9% |