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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 | $78,205 | $58,523+33.6% | $99,475-21.4% | $72,975+7.2% |
| Participation rate | 88.6% | 64.6%+23.9pp | 73.8%+14.7pp | 69.5%+19.1pp |
| Annual return | 21.58% | 28.51%-6.9pp | 30.72%-9.1pp | 81.01%-59.4pp |
| Employer contribution / active EE | $3,708 | $1,512+145.2% | $2,540+46.0% | $2,440+51.9% |
| Participant deferral / active EE | $3,290 | $2,606+26.2% | $3,619-9.1% | $3,608-8.8% |
| Admin fee / account holder | $3,076 | $4,102-25.0% | $6,252-50.8% | $5,124-40.0% |