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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 | $89,290 | $45,079+98.1% | $69,461+28.5% | $72,983+22.3% |
| Participation rate | 73.5% | 68.5%+5.0pp | 74.6%-1.1pp | 69.5%+4.0pp |
| Annual return | 7.07% | 22.65%-15.6pp | 28.97%-21.9pp | 81.01%-73.9pp |
| Employer contribution / active EE | $2,046 | $2,055-0.4% | $2,779-26.4% | $2,440-16.2% |
| Participant deferral / active EE | $3,283 | $2,603+26.2% | $3,536-7.1% | $3,608-9.0% |
| Admin fee / account holder | $2,481 | $3,056-18.8% | $3,840-35.4% | $5,124-51.6% |