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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 | $66,214 | $65,361+1.3% | $92,903-28.7% | $72,983-9.3% |
| Participation rate | 96.4% | 68.3%+28.1pp | 76.0%+20.4pp | 69.5%+26.9pp |
| Annual return | 19.95% | 42.11%-22.2pp | 109.43%-89.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $1,611 | $2,594-37.9% | $3,653-55.9% | $2,440-34.0% |
| Participant deferral / active EE | $3,790 | $3,128+21.2% | $4,238-10.6% | $3,608+5.1% |
| Admin fee / account holder | $4,399 | $4,251+3.5% | $5,795-24.1% | $5,124-14.2% |