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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 | $77,489 | $74,535+4.0% | $100,712-23.1% | $82,637-6.2% |
| Participation rate | 78.3% | 61.2%+17.1pp | 69.3%+9.0pp | 68.1%+10.3pp |
| Annual return | 15.97% | 18.92%-3.0pp | 33.27%-17.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $3,383 | $1,503+125.1% | $2,313+46.3% | $2,552+32.5% |
| Participant deferral / active EE | $6,362 | $3,074+107.0% | $4,085+55.7% | $4,126+54.2% |
| Admin fee / account holder | $4,851 | $6,576-26.2% | $9,256-47.6% | $7,339-33.9% |