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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 | $68,736 | $60,165+14.2% | $74,184-7.3% | $55,167+24.6% |
| Participation rate | 84.8% | 74.2%+10.6pp | 76.6%+8.1pp | 69.0%+15.8pp |
| Annual return | 5.73% | 10.00%-4.3pp | 17.74%-12.0pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,670 | $1,600+4.4% | $2,370-29.5% | $1,963-14.9% |
| Participant deferral / active EE | $2,964 | $2,973-0.3% | $3,550-16.5% | $3,054-2.9% |
| Admin fee / account holder | $8,855 | $419+2012.0% | $5,586+58.5% | $504+1657.4% |