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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 | $67,048 | $65,364+2.6% | $92,909-27.8% | $72,975-8.1% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.0%+16.6pp | 69.5%+23.1pp |
| Annual return | 22.08% | 42.11%-20.0pp | 109.44%-87.4pp | 81.01%-58.9pp |
| Employer contribution / active EE | $2,056 | $2,594-20.8% | $3,653-43.7% | $2,440-15.7% |
| Participant deferral / active EE | $4,254 | $3,128+36.0% | $4,238+0.4% | $3,608+17.9% |
| Admin fee / account holder | $3,969 | $4,251-6.6% | $5,795-31.5% | $5,124-22.5% |