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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 | $69,273+16.2% | $90,796-11.3% | $82,637-2.6% |
| Participation rate | 72.5% | 64.0%+8.5pp | 69.5%+3.0pp | 68.1%+4.4pp |
| Annual return | 18.11% | 18.37%-0.3pp | 19.29%-1.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $2,075 | $1,865+11.3% | $2,294-9.5% | $2,552-18.7% |
| Participant deferral / active EE | $4,375 | $3,047+43.6% | $3,822+14.5% | $4,126+6.0% |
| Admin fee / account holder | $860 | $5,511-84.4% | $7,024-87.8% | $7,339-88.3% |