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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 | $66,601 | $64,909+2.6% | $82,312-19.1% | $62,293+6.9% |
| Participation rate | 87.0% | 74.9%+12.2pp | 76.9%+10.1pp | 69.5%+17.5pp |
| Annual return | 27.09% | 21.18%+5.9pp | 25.88%+1.2pp | 28.90%-1.8pp |
| Employer contribution / active EE | $1,241 | $1,676-26.0% | $2,428-48.9% | $2,042-39.3% |
| Participant deferral / active EE | $3,424 | $3,103+10.3% | $3,706-7.6% | $3,169+8.1% |
| Admin fee / account holder | $7,910 | $440+1699.5% | $5,608+41.1% | $479+1550.3% |