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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 | $99,909 | $100,194-0.3% | $122,979-18.8% | $86,983+14.9% |
| Participation rate | 75.0% | 73.0%+2.0pp | 77.2%-2.2pp | 69.5%+5.5pp |
| Annual return | 13.27% | 16.47%-3.2pp | 20.12%-6.8pp | 25.83%-12.6pp |
| Employer contribution / active EE | $682 | $2,326-70.7% | $3,062-77.7% | $2,584-73.6% |
| Participant deferral / active EE | $5,327 | $4,133+28.9% | $5,003+6.5% | $4,194+27.0% |
| Admin fee / account holder | $923 | $10,148-90.9% | $12,864-92.8% | $7,856-88.2% |