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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 | $92,028 | $69,590+32.2% | $136,867-32.8% | $94,015-2.1% |
| Participation rate | 74.2% | 66.3%+7.9pp | 74.5%-0.4pp | 70.8%+3.4pp |
| Annual return | 14.03% | 19.62%-5.6pp | 42.97%-28.9pp | 17.84%-3.8pp |
| Employer contribution / active EE | $1,523 | $2,396-36.5% | $3,547-57.1% | $2,790-45.4% |
| Participant deferral / active EE | $3,850 | $3,437+12.0% | $4,924-21.8% | $4,249-9.4% |
| Admin fee / account holder | $752 | $8,912-91.6% | $10,340-92.7% | $8,951-91.6% |