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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 | $74,758 | $54,763+36.5% | $90,324-17.2% | $72,976+2.4% |
| Participation rate | 72.7% | 65.2%+7.6pp | 73.3%-0.6pp | 69.5%+3.2pp |
| Annual return | 22.07% | 30.63%-8.6pp | 78.15%-56.1pp | 81.02%-59.0pp |
| Employer contribution / active EE | $2,251 | $2,093+7.5% | $2,856-21.2% | $2,440-7.8% |
| Participant deferral / active EE | $3,896 | $2,887+34.9% | $3,885+0.3% | $3,608+8.0% |
| Admin fee / account holder | $779 | $3,973-80.4% | $5,356-85.5% | $5,124-84.8% |