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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 | $72,659 | $72,486+0.2% | $87,103-16.6% | $72,976-0.4% |
| Participation rate | 72.3% | 72.8%-0.5pp | 76.9%-4.5pp | 69.5%+2.9pp |
| Annual return | 19.57% | 24.46%-4.9pp | 28.19%-8.6pp | 81.02%-61.4pp |
| Employer contribution / active EE | $535 | $1,894-71.8% | $2,521-78.8% | $2,440-78.1% |
| Participant deferral / active EE | $3,569 | $3,270+9.2% | $4,049-11.8% | $3,608-1.1% |
| Admin fee / account holder | $13,487 | $5,055+166.8% | $7,491+80.0% | $5,124+163.2% |