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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 | $73,241 | $67,602+8.3% | $82,312-11.0% | $70,126+4.4% |
| Participation rate | 91.9% | 72.8%+19.1pp | 76.9%+15.0pp | 69.5%+22.4pp |
| Annual return | 19.69% | 21.57%-1.9pp | 25.88%-6.2pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,070 | $1,755-39.1% | $2,428-56.0% | $2,343-54.3% |
| Participant deferral / active EE | $2,612 | $2,987-12.6% | $3,706-29.5% | $3,332-21.6% |
| Admin fee / account holder | $347 | $4,512-92.3% | $5,608-93.8% | $4,645-92.5% |