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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 | $69,397 | $58,493+18.6% | $84,021-17.4% | $72,975-4.9% |
| Participation rate | 72.7% | 61.2%+11.5pp | 69.0%+3.7pp | 69.5%+3.2pp |
| Annual return | 18.42% | 28.93%-10.5pp | 71.32%-52.9pp | 81.01%-62.6pp |
| Employer contribution / active EE | $2,481 | $1,163+113.3% | $1,984+25.1% | $2,440+1.7% |
| Participant deferral / active EE | $4,423 | $2,394+84.8% | $3,239+36.6% | $3,608+22.6% |
| Admin fee / account holder | $3,243 | $4,569-29.0% | $6,102-46.8% | $5,124-36.7% |