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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 | $68,246 | $67,606+0.9% | $82,313-17.1% | $70,124-2.7% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 16.84% | 21.57%-4.7pp | 25.88%-9.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $3,006 | $1,755+71.3% | $2,428+23.8% | $2,342+28.3% |
| Participant deferral / active EE | $1,676 | $2,987-43.9% | $3,706-54.8% | $3,332-49.7% |
| Admin fee / account holder | $7,987 | $4,512+77.0% | $5,608+42.4% | $4,645+71.9% |