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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 | $67,826 | $64,359+5.4% | $90,161-24.8% | $70,124-3.3% |
| Participation rate | 90.3% | 70.4%+19.9pp | 76.9%+13.5pp | 69.5%+20.8pp |
| Annual return | 20.47% | 28.13%-7.7pp | 34.89%-14.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,218 | $2,046-40.5% | $3,318-63.3% | $2,342-48.0% |
| Participant deferral / active EE | $3,548 | $4,389-19.2% | $5,287-32.9% | $3,332+6.5% |
| Admin fee / account holder | $3,264 | $3,945-17.3% | $5,943-45.1% | $4,645-29.7% |