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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 | $65,189 | $48,078+35.6% | $78,676-17.1% | $62,881+3.7% |
| Participation rate | 98.4% | 65.2%+33.2pp | 73.6%+24.8pp | 69.3%+29.1pp |
| Annual return | 8.60% | 31.36%-22.8pp | 62.19%-53.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,600 | $2,015-20.6% | $2,850-43.9% | $2,281-29.9% |
| Participant deferral / active EE | $3,475 | $2,587+34.3% | $3,517-1.2% | $3,203+8.5% |
| Admin fee / account holder | $1,931 | $3,206-39.8% | $4,510-57.2% | $4,296-55.0% |