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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 | $92,684 | $74,535+24.3% | $100,712-8.0% | $82,637+12.2% |
| Participation rate | 75.3% | 61.2%+14.1pp | 69.3%+6.0pp | 68.1%+7.2pp |
| Annual return | 19.00% | 18.92%+0.1pp | 33.27%-14.3pp | 53.51%-34.5pp |
| Employer contribution / active EE | $2,910 | $1,503+93.7% | $2,313+25.8% | $2,552+14.0% |
| Participant deferral / active EE | $3,277 | $3,074+6.6% | $4,085-19.8% | $4,126-20.6% |
| Admin fee / account holder | $7,109 | $6,576+8.1% | $9,256-23.2% | $7,339-3.1% |