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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 | $68,687 | $64,359+6.7% | $90,161-23.8% | $70,126-2.1% |
| Participation rate | 93.6% | 70.4%+23.2pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 16.55% | 28.13%-11.6pp | 34.89%-18.3pp | 73.15%-56.6pp |
| Employer contribution / active EE | $808 | $2,046-60.5% | $3,318-75.6% | $2,343-65.5% |
| Participant deferral / active EE | $5,803 | $4,389+32.2% | $5,287+9.8% | $3,332+74.2% |
| Admin fee / account holder | $12,259 | $3,945+210.8% | $5,943+106.3% | $4,645+163.9% |