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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 | $144,381 | $72,486+99.2% | $87,103+65.8% | $72,976+97.8% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.9%+17.4pp | 69.5%+24.8pp |
| Annual return | 22.92% | 24.46%-1.5pp | 28.19%-5.3pp | 81.02%-58.1pp |
| Employer contribution / active EE | $1,919 | $1,894+1.3% | $2,521-23.9% | $2,440-21.4% |
| Participant deferral / active EE | $2,435 | $3,270-25.5% | $4,049-39.9% | $3,608-32.5% |
| Admin fee / account holder | $1,013 | $5,055-80.0% | $7,491-86.5% | $5,124-80.2% |