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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 | $74,112 | $67,602+9.6% | $82,312-10.0% | $70,126+5.7% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.6pp | 69.5%+19.9pp |
| Annual return | 18.88% | 21.57%-2.7pp | 25.88%-7.0pp | 73.15%-54.3pp |
| Employer contribution / active EE | $2,566 | $1,755+46.2% | $2,428+5.7% | $2,343+9.5% |
| Participant deferral / active EE | $2,540 | $2,987-15.0% | $3,706-31.5% | $3,332-23.8% |
| Admin fee / account holder | $1,344 | $4,512-70.2% | $5,608-76.0% | $4,645-71.1% |