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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 | $65,103 | $45,082+44.4% | $69,464-6.3% | $72,975-10.8% |
| Participation rate | 96.9% | 68.5%+28.4pp | 74.6%+22.3pp | 69.5%+27.4pp |
| Annual return | 13.97% | 22.66%-8.7pp | 28.98%-15.0pp | 81.01%-67.0pp |
| Employer contribution / active EE | $1,238 | $2,055-39.8% | $2,779-55.5% | $2,440-49.3% |
| Participant deferral / active EE | $1,238 | $2,604-52.5% | $3,536-65.0% | $3,608-65.7% |
| Admin fee / account holder | $3,356 | $3,057+9.8% | $3,840-12.6% | $5,124-34.5% |