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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 | $67,399 | $45,087+49.5% | $69,483-3.0% | $72,976-7.6% |
| Participation rate | 97.4% | 68.5%+28.9pp | 74.6%+22.8pp | 69.5%+27.9pp |
| Annual return | 15.85% | 22.67%-6.8pp | 28.99%-13.1pp | 81.02%-65.2pp |
| Employer contribution / active EE | $579 | $2,055-71.8% | $2,780-79.2% | $2,440-76.3% |
| Participant deferral / active EE | $2,238 | $2,603-14.0% | $3,537-36.7% | $3,608-38.0% |
| Admin fee / account holder | $5,303 | $3,057+73.5% | $3,841+38.1% | $5,124+3.5% |