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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 | $67,638 | $67,602+0.1% | $82,312-17.8% | $70,126-3.5% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | 14.71% | 21.57%-6.9pp | 25.88%-11.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $2,702 | $1,755+53.9% | $2,428+11.3% | $2,343+15.3% |
| Participant deferral / active EE | $2,706 | $2,987-9.4% | $3,706-27.0% | $3,332-18.8% |
| Admin fee / account holder | $3,252 | $4,512-27.9% | $5,608-42.0% | $4,645-30.0% |