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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 | $69,324 | $56,894+21.8% | $84,753-18.2% | $62,881+10.2% |
| Participation rate | 97.4% | 68.5%+28.8pp | 76.6%+20.8pp | 69.3%+28.1pp |
| Annual return | 4.68% | 6.30%-1.6pp | 22.78%-18.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $2,476 | $2,400+3.2% | $3,574-30.7% | $2,281+8.6% |
| Participant deferral / active EE | $3,894 | $2,709+43.7% | $3,712+4.9% | $3,203+21.6% |
| Admin fee / account holder | $368 | $3,581-89.7% | $5,333-93.1% | $4,296-91.4% |