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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 | $69,207 | $67,602+2.4% | $82,312-15.9% | $70,126-1.3% |
| Participation rate | 75.3% | 72.8%+2.5pp | 76.9%-1.6pp | 69.5%+5.7pp |
| Annual return | 17.21% | 21.57%-4.4pp | 25.88%-8.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,364 | $1,755+34.7% | $2,428-2.7% | $2,343+0.9% |
| Participant deferral / active EE | $4,083 | $2,987+36.7% | $3,706+10.2% | $3,332+22.6% |
| Admin fee / account holder | $5,630 | $4,512+24.8% | $5,608+0.4% | $4,645+21.2% |