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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 | $71,361 | $67,606+5.6% | $82,313-13.3% | $70,124+1.8% |
| Participation rate | 77.3% | 72.8%+4.5pp | 76.9%+0.4pp | 69.5%+7.7pp |
| Annual return | 14.08% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,997 | $1,755+13.8% | $2,428-17.8% | $2,342-14.7% |
| Participant deferral / active EE | $3,503 | $2,987+17.3% | $3,706-5.5% | $3,332+5.1% |
| Admin fee / account holder | $2,666 | $4,512-40.9% | $5,608-52.5% | $4,645-42.6% |