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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 | $69,432 | $69,977-0.8% | $108,582-36.1% | $62,881+10.4% |
| Participation rate | 93.6% | 72.9%+20.7pp | 79.6%+14.0pp | 69.3%+24.3pp |
| Annual return | 6.06% | 10.73%-4.7pp | -51.70%+57.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,509 | $2,135+64.4% | $3,758-6.6% | $2,281+53.9% |
| Participant deferral / active EE | $3,858 | $3,165+21.9% | $4,311-10.5% | $3,203+20.4% |
| Admin fee / account holder | $2,589 | $5,076-49.0% | $7,645-66.1% | $4,296-39.7% |