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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 | $62,591 | $45,082+38.8% | $69,464-9.9% | $72,975-14.2% |
| Participation rate | 77.6% | 68.5%+9.1pp | 74.6%+3.0pp | 69.5%+8.1pp |
| Annual return | 26.40% | 22.66%+3.7pp | 28.98%-2.6pp | 81.01%-54.6pp |
| Employer contribution / active EE | $2,093 | $2,055+1.8% | $2,779-24.7% | $2,440-14.2% |
| Participant deferral / active EE | $6,205 | $2,604+138.3% | $3,536+75.5% | $3,608+72.0% |
| Admin fee / account holder | $955 | $3,057-68.8% | $3,840-75.1% | $5,124-81.4% |