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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 | $58,504 | $56,544+3.5% | $75,501-22.5% | $70,126-16.6% |
| Participation rate | 88.0% | 68.1%+19.9pp | 72.4%+15.6pp | 69.5%+18.5pp |
| Annual return | 16.50% | 23.59%-7.1pp | 27.35%-10.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,480 | $1,817-18.5% | $2,352-37.1% | $2,343-36.8% |
| Participant deferral / active EE | $3,384 | $2,580+31.2% | $3,142+7.7% | $3,332+1.6% |
| Admin fee / account holder | $503 | $3,827-86.8% | $5,801-91.3% | $4,645-89.2% |