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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 | $72,471+1.2% | $94,215-22.1% | $86,983-15.7% |
| Participation rate | 72.0% | 63.9%+8.1pp | 70.0%+2.0pp | 69.5%+2.5pp |
| Annual return | 13.68% | 26.44%-12.8pp | 28.22%-14.5pp | 25.83%-12.2pp |
| Employer contribution / active EE | $430 | $1,936-77.8% | $2,675-83.9% | $2,584-83.4% |
| Participant deferral / active EE | $3,849 | $3,397+13.3% | $4,276-10.0% | $4,194-8.2% |
| Admin fee / account holder | $2,718 | $6,468-58.0% | $10,216-73.4% | $7,856-65.4% |