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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 | $73,447 | $66,319+10.7% | $93,621-21.5% | $65,186+12.7% |
| Participation rate | 86.0% | 74.0%+12.0pp | 75.8%+10.1pp | 70.2%+15.8pp |
| Annual return | 25.97% | 42.59%-16.6pp | 32.76%-6.8pp | 29.39%-3.4pp |
| Employer contribution / active EE | $3,374 | $2,013+67.6% | $2,719+24.1% | $2,177+55.0% |
| Participant deferral / active EE | $2,695 | $3,343-19.4% | $4,070-33.8% | $3,514-23.3% |
| Admin fee / account holder | $758 | $6,900-89.0% | $7,890-90.4% | $847-10.5% |