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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 | $68,156 | $67,602+0.8% | $82,312-17.2% | $70,126-2.8% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 16.35% | 21.57%-5.2pp | 25.88%-9.5pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,164 | $1,755-33.7% | $2,428-52.1% | $2,343-50.3% |
| Participant deferral / active EE | $2,474 | $2,987-17.2% | $3,706-33.3% | $3,332-25.8% |
| Admin fee / account holder | $1,913 | $4,512-57.6% | $5,608-65.9% | $4,645-58.8% |