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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 | $75,255 | $67,602+11.3% | $82,312-8.6% | $70,126+7.3% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.9%+21.9pp | 69.5%+29.2pp |
| Annual return | 16.64% | 21.57%-4.9pp | 25.88%-9.2pp | 73.15%-56.5pp |
| Employer contribution / active EE | $2,363 | $1,755+34.6% | $2,428-2.7% | $2,343+0.9% |
| Participant deferral / active EE | $6,241 | $2,987+108.9% | $3,706+68.4% | $3,332+87.3% |
| Admin fee / account holder | $5,583 | $4,512+23.8% | $5,608-0.4% | $4,645+20.2% |