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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 | $65,827 | $65,364+0.7% | $92,909-29.1% | $72,975-9.8% |
| Participation rate | 88.0% | 68.3%+19.7pp | 76.0%+12.0pp | 69.5%+18.5pp |
| Annual return | 26.38% | 42.11%-15.7pp | 109.44%-83.1pp | 81.01%-54.6pp |
| Employer contribution / active EE | $3,351 | $2,594+29.2% | $3,653-8.3% | $2,440+37.3% |
| Participant deferral / active EE | $3,660 | $3,128+17.0% | $4,238-13.6% | $3,608+1.4% |
| Admin fee / account holder | $2,690 | $4,251-36.7% | $5,795-53.6% | $5,124-47.5% |