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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 | $69,771 | $54,541+27.9% | $78,778-11.4% | $70,126-0.5% |
| Participation rate | 79.4% | 60.8%+18.6pp | 69.2%+10.2pp | 69.5%+9.9pp |
| Annual return | 20.10% | 21.07%-1.0pp | 35.62%-15.5pp | 73.15%-53.1pp |
| Employer contribution / active EE | $301 | $1,089-72.3% | $1,986-84.8% | $2,343-87.1% |
| Participant deferral / active EE | $2,537 | $2,210+14.8% | $2,958-14.2% | $3,332-23.9% |
| Admin fee / account holder | $4,969 | $3,709+34.0% | $5,134-3.2% | $4,645+7.0% |