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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 | $84,689 | $58,523+44.7% | $99,479-14.9% | $72,976+16.1% |
| Participation rate | 77.4% | 64.6%+12.8pp | 73.8%+3.6pp | 69.5%+7.9pp |
| Annual return | 25.09% | 28.51%-3.4pp | 30.72%-5.6pp | 81.02%-55.9pp |
| Employer contribution / active EE | $2,554 | $1,512+68.9% | $2,540+0.5% | $2,440+4.7% |
| Participant deferral / active EE | $5,652 | $2,606+116.9% | $3,619+56.2% | $3,608+56.7% |
| Admin fee / account holder | $467 | $4,102-88.6% | $6,253-92.5% | $5,124-90.9% |