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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 | $66,269 | $65,364+1.4% | $92,909-28.7% | $72,975-9.2% |
| Participation rate | 72.4% | 68.3%+4.1pp | 76.0%-3.6pp | 69.5%+2.9pp |
| Annual return | 22.84% | 42.11%-19.3pp | 109.44%-86.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $2,211 | $2,594-14.8% | $3,653-39.5% | $2,440-9.4% |
| Participant deferral / active EE | $4,015 | $3,128+28.4% | $4,238-5.3% | $3,608+11.3% |
| Admin fee / account holder | $4,335 | $4,251+2.0% | $5,795-25.2% | $5,124-15.4% |