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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 | $84,727 | $70,486+20.2% | $100,528-15.7% | $79,852+6.1% |
| Participation rate | 80.4% | 73.6%+6.8pp | 79.4%+1.0pp | 69.6%+10.8pp |
| Annual return | 14.80% | 21.90%-7.1pp | 30.90%-16.1pp | 31.72%-16.9pp |
| Employer contribution / active EE | $3,346 | $2,165+54.6% | $3,419-2.1% | $2,471+35.4% |
| Participant deferral / active EE | $6,506 | $5,182+25.6% | $6,271+3.7% | $3,740+73.9% |
| Admin fee / account holder | $3,674 | $4,480-18.0% | $8,084-54.6% | $5,306-30.8% |