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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 | $74,233 | $72,492+2.4% | $87,104-14.8% | $72,975+1.7% |
| Participation rate | 85.0% | 72.8%+12.2pp | 76.9%+8.1pp | 69.5%+15.5pp |
| Annual return | 20.48% | 24.46%-4.0pp | 28.19%-7.7pp | 81.01%-60.5pp |
| Employer contribution / active EE | $1,202 | $1,894-36.5% | $2,521-52.3% | $2,440-50.7% |
| Participant deferral / active EE | $2,133 | $3,270-34.8% | $4,048-47.3% | $3,608-40.9% |
| Admin fee / account holder | $1,631 | $5,055-67.7% | $7,491-78.2% | $5,124-68.2% |