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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 | $76,173 | $56,277+35.4% | $80,976-5.9% | $62,891+21.1% |
| Participation rate | 72.9% | 69.0%+4.0pp | 75.8%-2.9pp | 69.3%+3.6pp |
| Annual return | 6.96% | 22.12%-15.2pp | 17.10%-10.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,603 | $1,943+34.0% | $3,714-29.9% | $2,281+14.1% |
| Participant deferral / active EE | $4,944 | $4,195+17.8% | $5,696-13.2% | $3,203+54.3% |
| Admin fee / account holder | $4,469 | $3,741+19.5% | $5,516-19.0% | $4,296+4.0% |