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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 | $67,664 | $62,583+8.1% | $76,767-11.9% | $64,173+5.4% |
| Participation rate | 86.7% | 72.8%+13.8pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | 8.39% | -1.95%+10.3pp | 2.43%+6.0pp | 7.63%+0.8pp |
| Employer contribution / active EE | $769 | $1,832-58.1% | $2,485-69.1% | $2,381-67.7% |
| Participant deferral / active EE | $3,581 | $3,145+13.9% | $3,852-7.0% | $3,470+3.2% |
| Admin fee / account holder | $16,443 | $4,667+252.3% | $6,675+146.3% | $4,887+236.4% |