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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 | $67,767 | $65,367+3.7% | $92,915-27.1% | $72,976-7.1% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.0%+16.6pp | 69.5%+23.1pp |
| Annual return | 22.36% | 42.11%-19.7pp | 109.45%-87.1pp | 81.02%-58.7pp |
| Employer contribution / active EE | $2,839 | $2,594+9.5% | $3,653-22.3% | $2,440+16.4% |
| Participant deferral / active EE | $3,264 | $3,128+4.3% | $4,238-23.0% | $3,608-9.5% |
| Admin fee / account holder | $795 | $4,251-81.3% | $5,796-86.3% | $5,124-84.5% |