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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 | $78,989 | $72,269+9.3% | $101,271-22.0% | $79,852-1.1% |
| Participation rate | 90.6% | 68.5%+22.2pp | 75.8%+14.8pp | 69.6%+21.0pp |
| Annual return | 11.23% | 22.29%-11.1pp | 46.48%-35.3pp | 31.72%-20.5pp |
| Employer contribution / active EE | $623 | $2,692-76.9% | $3,660-83.0% | $2,471-74.8% |
| Participant deferral / active EE | $3,691 | $3,282+12.5% | $4,371-15.6% | $3,740-1.3% |
| Admin fee / account holder | $10,643 | $4,401+141.8% | $5,948+78.9% | $5,306+100.6% |