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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 | $86,890 | $72,492+19.9% | $87,104-0.2% | $72,975+19.1% |
| Participation rate | 70.1% | 72.8%-2.7pp | 76.9%-6.7pp | 69.5%+0.6pp |
| Annual return | 26.58% | 24.46%+2.1pp | 28.19%-1.6pp | 81.01%-54.4pp |
| Employer contribution / active EE | $2,464 | $1,894+30.1% | $2,521-2.3% | $2,440+1.0% |
| Participant deferral / active EE | $3,956 | $3,270+21.0% | $4,048-2.3% | $3,608+9.7% |
| Admin fee / account holder | $1,574 | $5,055-68.9% | $7,491-79.0% | $5,124-69.3% |