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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 | $69,264 | $47,848+44.8% | $81,473-15.0% | $70,124-1.2% |
| Participation rate | 90.5% | 58.3%+32.2pp | 68.0%+22.5pp | 69.5%+20.9pp |
| Annual return | 15.90% | 27.25%-11.4pp | 38.78%-22.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,140 | $1,527+40.2% | $2,568-16.7% | $2,342-8.6% |
| Participant deferral / active EE | $3,882 | $2,453+58.3% | $3,537+9.8% | $3,332+16.5% |
| Admin fee / account holder | $1,117 | $3,145-64.5% | $4,561-75.5% | $4,645-76.0% |