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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 | $69,611 | $45,041+54.5% | $63,003+10.5% | $70,131-0.7% |
| Participation rate | 86.0% | 69.5%+16.4pp | 74.8%+11.2pp | 69.5%+16.4pp |
| Annual return | 24.36% | 18.76%+5.6pp | 87.59%-63.2pp | 73.14%-48.8pp |
| Employer contribution / active EE | $2,741 | $2,052+33.6% | $2,760-0.7% | $2,342+17.0% |
| Participant deferral / active EE | $2,735 | $2,465+10.9% | $3,329-17.8% | $3,332-17.9% |
| Admin fee / account holder | $2,474 | $2,836-12.8% | $3,600-31.3% | $4,645-46.7% |