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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 | $73,626 | $67,606+8.9% | $82,313-10.6% | $70,131+5.0% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 17.01% | 21.57%-4.6pp | 25.88%-8.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $749 | $1,755-57.3% | $2,428-69.2% | $2,342-68.0% |
| Participant deferral / active EE | $1,582 | $2,987-47.0% | $3,706-57.3% | $3,332-52.5% |
| Admin fee / account holder | $35,864 | $4,512+694.9% | $5,608+539.5% | $4,645+672.0% |