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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 | $72,121 | $59,804+20.6% | $81,982-12.0% | $79,856-9.7% |
| Participation rate | 92.8% | 61.6%+31.1pp | 69.3%+23.5pp | 69.6%+23.1pp |
| Annual return | 15.78% | 17.56%-1.8pp | 41.31%-25.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,636 | $1,713+53.9% | $2,498+5.5% | $2,471+6.7% |
| Participant deferral / active EE | $2,781 | $2,695+3.2% | $3,722-25.3% | $3,741-25.6% |
| Admin fee / account holder | $1,268 | $4,288-70.4% | $5,665-77.6% | $5,306-76.1% |