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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 | $67,893 | $67,602+0.4% | $82,312-17.5% | $70,126-3.2% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 12.26% | 21.57%-9.3pp | 25.88%-13.6pp | 73.15%-60.9pp |
| Employer contribution / active EE | $946 | $1,755-46.1% | $2,428-61.0% | $2,343-59.6% |
| Participant deferral / active EE | $3,155 | $2,987+5.6% | $3,706-14.9% | $3,332-5.3% |
| Admin fee / account holder | $2,612 | $4,512-42.1% | $5,608-53.4% | $4,645-43.8% |