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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 | $78,877 | $60,349+30.7% | $74,184+6.3% | $62,881+25.4% |
| Participation rate | 92.5% | 72.7%+19.7pp | 76.6%+15.8pp | 69.3%+23.1pp |
| Annual return | 9.92% | 21.38%-11.5pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,790 | $1,680+6.5% | $2,370-24.5% | $2,281-21.5% |
| Participant deferral / active EE | $3,640 | $2,856+27.4% | $3,550+2.5% | $3,203+13.6% |
| Admin fee / account holder | $5,558 | $4,261+30.5% | $5,586-0.5% | $4,296+29.4% |