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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 | $84,885 | $72,269+17.5% | $101,271-16.2% | $79,852+6.3% |
| Participation rate | 76.9% | 68.5%+8.5pp | 75.8%+1.1pp | 69.6%+7.3pp |
| Annual return | 20.87% | 22.29%-1.4pp | 46.48%-25.6pp | 31.72%-10.8pp |
| Employer contribution / active EE | $3,532 | $2,692+31.2% | $3,660-3.5% | $2,471+42.9% |
| Participant deferral / active EE | $7,481 | $3,282+128.0% | $4,371+71.2% | $3,740+100.0% |
| Admin fee / account holder | $1,532 | $4,401-65.2% | $5,948-74.2% | $5,306-71.1% |