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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 | $76,587 | $58,493+30.9% | $84,023-8.9% | $72,976+4.9% |
| Participation rate | 84.1% | 61.2%+22.9pp | 69.0%+15.1pp | 69.5%+14.6pp |
| Annual return | 22.10% | 28.93%-6.8pp | 71.32%-49.2pp | 81.02%-58.9pp |
| Employer contribution / active EE | $2,976 | $1,163+155.9% | $1,984+50.0% | $2,440+22.0% |
| Participant deferral / active EE | $2,382 | $2,394-0.5% | $3,239-26.5% | $3,608-34.0% |
| Admin fee / account holder | $2,236 | $4,569-51.0% | $6,102-63.4% | $5,124-56.4% |