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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 | $62,730 | $54,541+15.0% | $78,778-20.4% | $70,126-10.5% |
| Participation rate | 78.1% | 60.8%+17.3pp | 69.2%+8.9pp | 69.5%+8.6pp |
| Annual return | 20.22% | 21.07%-0.9pp | 35.62%-15.4pp | 73.15%-52.9pp |
| Employer contribution / active EE | $936 | $1,089-14.1% | $1,986-52.9% | $2,343-60.1% |
| Participant deferral / active EE | $1,452 | $2,210-34.3% | $2,958-50.9% | $3,332-56.4% |
| Admin fee / account holder | $4,394 | $3,709+18.5% | $5,134-14.4% | $4,645-5.4% |