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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 | $66,960 | $76,551-12.5% | $123,894-46.0% | $62,881+6.5% |
| Participation rate | 85.9% | 73.0%+12.9pp | 81.4%+4.5pp | 69.3%+16.6pp |
| Annual return | 23.24% | 18.68%+4.6pp | 47.52%-24.3pp | 20.14%+3.1pp |
| Employer contribution / active EE | $2,609 | $2,882-9.5% | $4,617-43.5% | $2,281+14.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,177 | $4,826-75.6% | $8,357-85.9% | $4,296-72.6% |