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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 | $60,264 | $58,099+3.7% | $76,902-21.6% | $75,177-19.8% |
| Participation rate | 97.8% | 63.9%+33.9pp | 69.6%+28.2pp | 67.2%+30.6pp |
| Annual return | 14.60% | 26.71%-12.1pp | 37.91%-23.3pp | 160.75%-146.1pp |
| Employer contribution / active EE | $2,321 | $1,996+16.3% | $2,534-8.4% | $2,671-13.1% |
| Participant deferral / active EE | $3,015 | $2,999+0.5% | $3,833-21.4% | $4,126-26.9% |
| Admin fee / account holder | $1,703 | $4,778-64.4% | $5,479-68.9% | $5,651-69.9% |