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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 | $67,247 | $64,359+4.5% | $90,161-25.4% | $70,126-4.1% |
| Participation rate | 97.4% | 70.4%+27.0pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | 16.03% | 28.13%-12.1pp | 34.89%-18.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,947 | $2,046-4.8% | $3,318-41.3% | $2,343-16.9% |
| Participant deferral / active EE | $4,274 | $4,389-2.6% | $5,287-19.2% | $3,332+28.3% |
| Admin fee / account holder | $2,043 | $3,945-48.2% | $5,943-65.6% | $4,645-56.0% |