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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 | $67,655 | $58,512+15.6% | $84,020-19.5% | $72,983-7.3% |
| Participation rate | 78.1% | 61.2%+16.9pp | 69.0%+9.1pp | 69.5%+8.6pp |
| Annual return | 21.57% | 28.93%-7.4pp | 71.31%-49.7pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,131 | $1,163-2.8% | $1,984-43.0% | $2,440-53.7% |
| Participant deferral / active EE | $3,166 | $2,394+32.3% | $3,239-2.2% | $3,608-12.2% |
| Admin fee / account holder | $11,485 | $4,569+151.4% | $6,101+88.2% | $5,124+124.1% |