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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 | $70,334 | $60,349+16.5% | $74,184-5.2% | $62,881+11.9% |
| Participation rate | 87.3% | 72.7%+14.5pp | 76.6%+10.7pp | 69.3%+18.0pp |
| Annual return | 6.83% | 21.38%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,169 | $1,680+29.1% | $2,370-8.5% | $2,281-4.9% |
| Participant deferral / active EE | $5,784 | $2,856+102.5% | $3,550+62.9% | $3,203+80.6% |
| Admin fee / account holder | $2,242 | $4,261-47.4% | $5,586-59.9% | $4,296-47.8% |