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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 | $70,247 | $106,864-34.3% | $147,318-52.3% | $82,637-15.0% |
| Participation rate | 89.2% | 75.5%+13.7pp | 82.1%+7.1pp | 68.1%+21.1pp |
| Annual return | 18.32% | 27.49%-9.2pp | 70.43%-52.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $2,004 | $3,417-41.4% | $4,593-56.4% | $2,552-21.5% |
| Participant deferral / active EE | $4,674 | $6,496-28.0% | $7,906-40.9% | $4,126+13.3% |
| Admin fee / account holder | $2,078 | $8,415-75.3% | $13,708-84.8% | $7,339-71.7% |