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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 | $67,312 | $69,977-3.8% | $108,582-38.0% | $62,881+7.0% |
| Participation rate | 95.6% | 72.9%+22.7pp | 79.6%+16.0pp | 69.3%+26.3pp |
| Annual return | 7.97% | 10.73%-2.8pp | -51.70%+59.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,134 | $2,1350% | $3,758-43.2% | $2,281-6.4% |
| Participant deferral / active EE | $4,232 | $3,165+33.7% | $4,311-1.8% | $3,203+32.1% |
| Admin fee / account holder | $1,189 | $5,076-76.6% | $7,645-84.5% | $4,296-72.3% |