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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 | $67,419 | $64,359+4.8% | $90,161-25.2% | $70,126-3.9% |
| Participation rate | 98.1% | 70.4%+27.6pp | 76.9%+21.2pp | 69.5%+28.5pp |
| Annual return | 16.12% | 28.13%-12.0pp | 34.89%-18.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,955 | $2,046-4.4% | $3,318-41.1% | $2,343-16.6% |
| Participant deferral / active EE | $8,357 | $4,389+90.4% | $5,287+58.0% | $3,332+150.8% |
| Admin fee / account holder | $4,119 | $3,945+4.4% | $5,943-30.7% | $4,645-11.3% |