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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 | $80,523 | $67,894+18.6% | $89,340-9.9% | $82,448-2.3% |
| Participation rate | 72.5% | 64.0%+8.5pp | 69.6%+2.9pp | 68.1%+4.4pp |
| Annual return | 18.11% | 19.21%-1.1pp | 20.57%-2.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,075 | $1,828+13.5% | $2,231-7.0% | $2,551-18.6% |
| Participant deferral / active EE | $4,375 | $3,072+42.4% | $3,823+14.4% | $4,139+5.7% |
| Admin fee / account holder | $860 | $5,723-85.0% | $6,704-87.2% | $7,234-88.1% |