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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 | $66,420 | $56,544+17.5% | $75,501-12.0% | $70,126-5.3% |
| Participation rate | 75.8% | 68.1%+7.6pp | 72.4%+3.4pp | 69.5%+6.2pp |
| Annual return | 13.52% | 23.59%-10.1pp | 27.35%-13.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,201 | $1,817-33.9% | $2,352-48.9% | $2,343-48.7% |
| Participant deferral / active EE | $3,060 | $2,580+18.6% | $3,142-2.6% | $3,332-8.2% |
| Admin fee / account holder | $666 | $3,827-82.6% | $5,801-88.5% | $4,645-85.7% |