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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 | $61,368 | $58,828+4.3% | $78,002-21.3% | $62,881-2.4% |
| Participation rate | 90.3% | 71.1%+19.3pp | 75.5%+14.8pp | 69.3%+21.0pp |
| Annual return | 6.25% | 17.16%-10.9pp | 425.99%-419.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,709 | $1,672+2.3% | $2,470-30.8% | $2,281-25.1% |
| Participant deferral / active EE | $3,708 | $2,686+38.1% | $3,497+6.0% | $3,203+15.8% |
| Admin fee / account holder | $3,537 | $4,393-19.5% | $5,481-35.5% | $4,296-17.7% |