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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 | $78,942 | $72,492+8.9% | $87,104-9.4% | $72,975+8.2% |
| Participation rate | 91.1% | 72.8%+18.3pp | 76.9%+14.2pp | 69.5%+21.6pp |
| Annual return | 22.45% | 24.46%-2.0pp | 28.19%-5.7pp | 81.01%-58.6pp |
| Employer contribution / active EE | $2,081 | $1,894+9.9% | $2,521-17.5% | $2,440-14.7% |
| Participant deferral / active EE | $4,191 | $3,270+28.2% | $4,048+3.5% | $3,608+16.2% |
| Admin fee / account holder | $1,314 | $5,055-74.0% | $7,491-82.5% | $5,124-74.4% |