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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 | $77,749 | $76,371+1.8% | $93,621-17.0% | $72,976+6.5% |
| Participation rate | 88.9% | 71.8%+17.1pp | 75.8%+13.1pp | 69.5%+19.4pp |
| Annual return | 21.92% | 25.82%-3.9pp | 32.76%-10.8pp | 81.02%-59.1pp |
| Employer contribution / active EE | $1,739 | $2,276-23.6% | $2,719-36.0% | $2,440-28.7% |
| Participant deferral / active EE | $3,708 | $3,538+4.8% | $4,070-8.9% | $3,608+2.8% |
| Admin fee / account holder | $33,145 | $6,839+384.6% | $7,890+320.1% | $5,124+546.8% |