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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 | $84,372 | $73,955+14.1% | $96,520-12.6% | $75,181+12.2% |
| Participation rate | 76.9% | 66.4%+10.5pp | 74.3%+2.6pp | 67.2%+9.7pp |
| Annual return | 15.65% | 26.72%-11.1pp | 35.72%-20.1pp | 160.69%-145.0pp |
| Employer contribution / active EE | $1,925 | $2,930-34.3% | $3,739-48.5% | $2,671-27.9% |
| Participant deferral / active EE | $3,670 | $3,659+0.3% | $4,879-24.8% | $4,126-11.1% |
| Admin fee / account holder | $6,524 | $5,217+25.1% | $6,733-3.1% | $5,650+15.5% |