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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 | $68,219 | $67,602+0.9% | $82,312-17.1% | $70,126-2.7% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.2pp |
| Annual return | 16.63% | 21.57%-4.9pp | 25.88%-9.2pp | 73.15%-56.5pp |
| Employer contribution / active EE | $805 | $1,755-54.2% | $2,428-66.9% | $2,343-65.7% |
| Participant deferral / active EE | $1,835 | $2,987-38.6% | $3,706-50.5% | $3,332-44.9% |
| Admin fee / account holder | $7,088 | $4,512+57.1% | $5,608+26.4% | $4,645+52.6% |