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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 | $75,007 | $67,602+11.0% | $82,312-8.9% | $70,126+7.0% |
| Participation rate | 94.7% | 72.8%+22.0pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 16.03% | 21.57%-5.5pp | 25.88%-9.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $548 | $1,755-68.8% | $2,428-77.5% | $2,343-76.6% |
| Participant deferral / active EE | $2,560 | $2,987-14.3% | $3,706-30.9% | $3,332-23.2% |
| Admin fee / account holder | $7,938 | $4,512+75.9% | $5,608+41.5% | $4,645+70.9% |