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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 | $71,875 | $80,983-11.2% | $96,544-25.6% | $75,177-4.4% |
| Participation rate | 89.1% | 71.8%+17.3pp | 76.0%+13.1pp | 67.2%+21.9pp |
| Annual return | 15.68% | 27.05%-11.4pp | 25.88%-10.2pp | 160.75%-145.1pp |
| Employer contribution / active EE | $2,039 | $2,282-10.7% | $2,966-31.3% | $2,671-23.7% |
| Participant deferral / active EE | $3,341 | $3,929-14.9% | $4,851-31.1% | $4,126-19.0% |
| Admin fee / account holder | $5,662 | $6,717-15.7% | $8,254-31.4% | $5,651+0.2% |