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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 | $67,258 | $72,492-7.2% | $87,104-22.8% | $72,975-7.8% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 22.62% | 24.46%-1.8pp | 28.19%-5.6pp | 81.01%-58.4pp |
| Employer contribution / active EE | $1,853 | $1,894-2.1% | $2,521-26.5% | $2,440-24.0% |
| Participant deferral / active EE | $3,445 | $3,270+5.4% | $4,048-14.9% | $3,608-4.5% |
| Admin fee / account holder | $10,636 | $5,055+110.4% | $7,491+42.0% | $5,124+107.6% |