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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 | $78,009 | $49,239+58.4% | $70,462+10.7% | $79,858-2.3% |
| Participation rate | 79.0% | 69.2%+9.9pp | 75.1%+4.0pp | 69.6%+9.4pp |
| Annual return | 14.85% | 30.08%-15.2pp | 109.08%-94.2pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,913 | $2,100-8.9% | $2,737-30.1% | $2,471-22.6% |
| Participant deferral / active EE | $3,423 | $2,769+23.6% | $3,710-7.7% | $3,740-8.5% |
| Admin fee / account holder | $1,867 | $2,876-35.1% | $3,845-51.4% | $5,306-64.8% |