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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 | $71,010 | $58,851+20.7% | $115,167-38.3% | $72,976-2.7% |
| Participation rate | 90.9% | 65.5%+25.4pp | 75.9%+15.0pp | 69.5%+21.4pp |
| Annual return | 22.11% | 23.16%-1.0pp | 35.60%-13.5pp | 81.02%-58.9pp |
| Employer contribution / active EE | $1,402 | $1,798-22.0% | $3,179-55.9% | $2,440-42.5% |
| Participant deferral / active EE | $3,493 | $2,643+32.2% | $4,169-16.2% | $3,608-3.2% |
| Admin fee / account holder | $3,867 | $6,370-39.3% | $7,089-45.4% | $5,124-24.5% |