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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 | $77,659 | $58,493+32.8% | $84,023-7.6% | $72,976+6.4% |
| Participation rate | 82.9% | 61.2%+21.6pp | 69.0%+13.8pp | 69.5%+13.4pp |
| Annual return | 17.58% | 28.93%-11.4pp | 71.32%-53.7pp | 81.02%-63.4pp |
| Employer contribution / active EE | $2,421 | $1,163+108.2% | $1,984+22.0% | $2,440-0.8% |
| Participant deferral / active EE | $2,227 | $2,394-7.0% | $3,239-31.3% | $3,608-38.3% |
| Admin fee / account holder | $4,876 | $4,569+6.7% | $6,102-20.1% | $5,124-4.8% |