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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 | $84,958 | $45,082+88.5% | $69,464+22.3% | $72,975+16.4% |
| Participation rate | 90.1% | 68.5%+21.6pp | 74.6%+15.5pp | 69.5%+20.6pp |
| Annual return | 17.73% | 22.66%-4.9pp | 28.98%-11.2pp | 81.01%-63.3pp |
| Employer contribution / active EE | $1,564 | $2,055-23.9% | $2,779-43.7% | $2,440-35.9% |
| Participant deferral / active EE | $2,612 | $2,604+0.3% | $3,536-26.1% | $3,608-27.6% |
| Admin fee / account holder | $9,089 | $3,057+197.3% | $3,840+136.7% | $5,124+77.4% |