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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 | $76,623 | $64,359+19.1% | $90,161-15.0% | $70,126+9.3% |
| Participation rate | 80.9% | 70.4%+10.4pp | 76.9%+4.0pp | 69.5%+11.3pp |
| Annual return | 16.90% | 28.13%-11.2pp | 34.89%-18.0pp | 73.15%-56.3pp |
| Employer contribution / active EE | $3,059 | $2,046+49.6% | $3,318-7.8% | $2,343+30.6% |
| Participant deferral / active EE | $4,423 | $4,389+0.8% | $5,287-16.4% | $3,332+32.7% |
| Admin fee / account holder | $898 | $3,945-77.2% | $5,943-84.9% | $4,645-80.7% |