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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 | $76,341 | $50,385+51.5% | $75,501+1.1% | $62,293+22.6% |
| Participation rate | 75.7% | 67.7%+8.0pp | 72.4%+3.3pp | 69.5%+6.2pp |
| Annual return | 16.33% | 19.90%-3.6pp | 27.35%-11.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,612 | $1,537+4.8% | $2,352-31.5% | $2,042-21.1% |
| Participant deferral / active EE | $3,344 | $2,445+36.7% | $3,142+6.4% | $3,169+5.5% |
| Admin fee / account holder | $1,142 | $384+197.4% | $5,801-80.3% | $479+138.3% |