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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 | $67,735 | $58,627+15.5% | $76,735-11.7% | $82,448-17.8% |
| Participation rate | 71.4% | 63.2%+8.2pp | 69.5%+1.9pp | 68.1%+3.4pp |
| Annual return | 16.01% | 39.10%-23.1pp | 29.77%-13.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,659 | $1,729-4.0% | $2,454-32.4% | $2,551-35.0% |
| Participant deferral / active EE | $5,613 | $3,134+79.1% | $4,088+37.3% | $4,139+35.6% |
| Admin fee / account holder | $17,948 | $5,323+237.2% | $7,189+149.7% | $7,234+148.1% |