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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 | $73,240 | $72,486+1.0% | $87,103-15.9% | $72,976+0.4% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 28.74% | 24.46%+4.3pp | 28.19%+0.6pp | 81.02%-52.3pp |
| Employer contribution / active EE | $1,007 | $1,894-46.8% | $2,521-60.0% | $2,440-58.7% |
| Participant deferral / active EE | $3,090 | $3,270-5.5% | $4,049-23.7% | $3,608-14.4% |
| Admin fee / account holder | $698 | $5,055-86.2% | $7,491-90.7% | $5,124-86.4% |