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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 | $72,204 | $72,027+0.2% | $185,861-61.2% | $79,856-9.6% |
| Participation rate | 93.0% | 65.8%+27.2pp | 78.0%+14.9pp | 69.6%+23.3pp |
| Annual return | 20.32% | 23.13%-2.8pp | 35.96%-15.6pp | 31.71%-11.4pp |
| Employer contribution / active EE | $3,143 | $1,965+59.9% | $4,088-23.1% | $2,471+27.2% |
| Participant deferral / active EE | $7,180 | $3,780+90.0% | $5,634+27.4% | $3,741+91.9% |
| Admin fee / account holder | $1,860 | $4,513-58.8% | $9,503-80.4% | $5,306-64.9% |