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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 | $67,145 | $72,486-7.4% | $87,103-22.9% | $72,976-8.0% |
| Participation rate | 80.2% | 72.8%+7.4pp | 76.9%+3.4pp | 69.5%+10.8pp |
| Annual return | 16.00% | 24.46%-8.5pp | 28.19%-12.2pp | 81.02%-65.0pp |
| Employer contribution / active EE | $4,708 | $1,894+148.6% | $2,521+86.7% | $2,440+93.0% |
| Participant deferral / active EE | $3,882 | $3,270+18.7% | $4,049-4.1% | $3,608+7.6% |
| Admin fee / account holder | $741 | $5,055-85.3% | $7,491-90.1% | $5,124-85.5% |