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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 | $72,201 | $67,602+6.8% | $82,312-12.3% | $70,126+3.0% |
| Participation rate | 81.6% | 72.8%+8.8pp | 76.9%+4.7pp | 69.5%+12.0pp |
| Annual return | 13.27% | 21.57%-8.3pp | 25.88%-12.6pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,448 | $1,755-17.5% | $2,428-40.4% | $2,343-38.2% |
| Participant deferral / active EE | $3,035 | $2,987+1.6% | $3,706-18.1% | $3,332-8.9% |
| Admin fee / account holder | $3,484 | $4,512-22.8% | $5,608-37.9% | $4,645-25.0% |