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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 | $69,475 | $64,909+7.0% | $82,312-15.6% | $62,293+11.5% |
| Participation rate | 72.1% | 74.9%-2.8pp | 76.9%-4.8pp | 69.5%+2.6pp |
| Annual return | 19.75% | 21.18%-1.4pp | 25.88%-6.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,195 | $1,676-28.7% | $2,428-50.8% | $2,042-41.5% |
| Participant deferral / active EE | $3,545 | $3,103+14.2% | $3,706-4.4% | $3,169+11.8% |
| Admin fee / account holder | $6,665 | $440+1416.0% | $5,608+18.8% | $479+1290.4% |