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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 | $58,485 | $52,467+11.5% | $57,196+2.3% | $55,167+6.0% |
| Participation rate | 82.7% | 75.8%+6.8pp | 75.3%+7.4pp | 69.0%+13.7pp |
| Annual return | 6.33% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,878 | $2,477-24.2% | $2,683-30.0% | $1,963-4.3% |
| Participant deferral / active EE | $3,151 | $2,830+11.3% | $3,096+1.8% | $3,054+3.2% |
| Admin fee / account holder | $7,548 | $269+2705.2% | $3,141+140.3% | $504+1397.9% |