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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 | $70,817 | $72,486-2.3% | $87,103-18.7% | $72,976-3.0% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 22.04% | 24.46%-2.4pp | 28.19%-6.2pp | 81.02%-59.0pp |
| Employer contribution / active EE | $1,408 | $1,894-25.7% | $2,521-44.2% | $2,440-42.3% |
| Participant deferral / active EE | $5,470 | $3,270+67.3% | $4,049+35.1% | $3,608+51.6% |
| Admin fee / account holder | $10,959 | $5,055+116.8% | $7,491+46.3% | $5,124+113.9% |