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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 | $79,518 | $52,580+51.2% | $71,671+10.9% | $70,126+13.4% |
| Participation rate | 71.4% | 60.9%+10.6pp | 68.7%+2.7pp | 69.5%+1.9pp |
| Annual return | 18.44% | 20.25%-1.8pp | 20.65%-2.2pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,166 | $1,616-27.8% | $2,460-52.6% | $2,343-50.2% |
| Participant deferral / active EE | $3,584 | $2,386+50.2% | $3,438+4.2% | $3,332+7.6% |
| Admin fee / account holder | $4,688 | $3,653+28.3% | $5,558-15.7% | $4,645+0.9% |