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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 | $76,200 | $76,371-0.2% | $93,621-18.6% | $72,975+4.4% |
| Participation rate | 92.6% | 71.8%+20.8pp | 75.8%+16.8pp | 69.5%+23.1pp |
| Annual return | 21.91% | 25.82%-3.9pp | 32.76%-10.9pp | 81.01%-59.1pp |
| Employer contribution / active EE | $2,548 | $2,276+12.0% | $2,719-6.3% | $2,440+4.4% |
| Participant deferral / active EE | $4,416 | $3,538+24.8% | $4,070+8.5% | $3,608+22.4% |
| Admin fee / account holder | $2,308 | $6,839-66.3% | $7,890-70.7% | $5,124-55.0% |