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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 | $68,492 | $60,349+13.5% | $74,184-7.7% | $62,881+8.9% |
| Participation rate | 96.8% | 72.7%+24.1pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | 9.48% | 21.38%-11.9pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,874 | $1,680+71.0% | $2,370+21.2% | $2,281+26.0% |
| Participant deferral / active EE | $4,565 | $2,856+59.8% | $3,550+28.6% | $3,203+42.5% |
| Admin fee / account holder | $2,305 | $4,261-45.9% | $5,586-58.7% | $4,296-46.3% |