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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 | $73,355 | $69,444+5.6% | $92,985-21.1% | $87,485-16.2% |
| Participation rate | 72.0% | 63.3%+8.7pp | 69.5%+2.5pp | 68.9%+3.1pp |
| Annual return | 13.68% | 23.85%-10.2pp | 27.99%-14.3pp | 26.06%-12.4pp |
| Employer contribution / active EE | $430 | $1,917-77.6% | $2,662-83.8% | $2,596-83.4% |
| Participant deferral / active EE | $3,849 | $3,364+14.4% | $4,377-12.1% | $4,274-9.9% |
| Admin fee / account holder | $2,718 | $6,137-55.7% | $9,463-71.3% | $7,775-65.0% |