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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 | $67,061 | $45,079+48.8% | $69,461-3.5% | $72,983-8.1% |
| Participation rate | 72.7% | 68.5%+4.2pp | 74.6%-1.9pp | 69.5%+3.2pp |
| Annual return | 18.42% | 22.65%-4.2pp | 28.97%-10.5pp | 81.01%-62.6pp |
| Employer contribution / active EE | $1,838 | $2,055-10.5% | $2,779-33.9% | $2,440-24.7% |
| Participant deferral / active EE | $2,674 | $2,603+2.7% | $3,536-24.4% | $3,608-25.9% |
| Admin fee / account holder | $1,483 | $3,056-51.5% | $3,840-61.4% | $5,124-71.1% |