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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 | $69,913 | $63,314+10.4% | $91,004-23.2% | $62,293+12.2% |
| Participation rate | 86.3% | 73.3%+12.9pp | 75.6%+10.7pp | 69.5%+16.8pp |
| Annual return | 17.77% | 21.00%-3.2pp | 4.60%+13.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,080 | $1,807-40.3% | $2,456-56.0% | $2,042-47.1% |
| Participant deferral / active EE | $2,755 | $2,944-6.4% | $3,548-22.3% | $3,169-13.1% |
| Admin fee / account holder | $2,227 | $468+376.2% | $5,417-58.9% | $479+364.5% |