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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 | $81,916 | $73,787+11.0% | $98,716-17.0% | $82,448-0.6% |
| Participation rate | 71.9% | 61.4%+10.5pp | 69.3%+2.6pp | 68.1%+3.9pp |
| Annual return | 17.09% | 18.57%-1.5pp | 31.81%-14.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $532 | $1,511-64.8% | $2,279-76.7% | $2,551-79.1% |
| Participant deferral / active EE | $3,608 | $3,081+17.1% | $4,048-10.9% | $4,139-12.8% |
| Admin fee / account holder | $6,939 | $6,500+6.8% | $8,703-20.3% | $7,234-4.1% |