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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 | $63,843 | $57,073+11.9% | $85,126-25.0% | $80,925-21.1% |
| Participation rate | 71.4% | 56.4%+15.0pp | 67.5%+3.9pp | 67.7%+3.8pp |
| Annual return | 13.44% | 21.69%-8.3pp | 66.63%-53.2pp | 35.65%-22.2pp |
| Employer contribution / active EE | $2,417 | $1,801+34.2% | $2,731-11.5% | $2,756-12.3% |
| Participant deferral / active EE | $4,534 | $3,113+45.6% | $4,523+0.2% | $4,299+5.5% |
| Admin fee / account holder | $701 | $4,988-85.9% | $6,160-88.6% | $6,940-89.9% |