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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 | $65,392 | $55,713+17.4% | $75,901-13.8% | $72,975-10.4% |
| Participation rate | 82.1% | 61.1%+21.0pp | 69.3%+12.9pp | 69.5%+12.7pp |
| Annual return | 24.56% | 27.60%-3.0pp | 30.76%-6.2pp | 81.01%-56.5pp |
| Employer contribution / active EE | $2,331 | $1,687+38.2% | $2,501-6.8% | $2,440-4.5% |
| Participant deferral / active EE | $3,997 | $2,634+51.8% | $3,603+10.9% | $3,608+10.8% |
| Admin fee / account holder | $4,663 | $3,980+17.1% | $5,420-14.0% | $5,124-9.0% |