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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 | $74,535+9.9% | $100,712-18.7% | $82,637-0.9% |
| Participation rate | 71.9% | 61.2%+10.8pp | 69.3%+2.7pp | 68.1%+3.9pp |
| Annual return | 17.09% | 18.92%-1.8pp | 33.27%-16.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $532 | $1,503-64.6% | $2,313-77.0% | $2,552-79.2% |
| Participant deferral / active EE | $3,608 | $3,074+17.4% | $4,085-11.7% | $4,126-12.5% |
| Admin fee / account holder | $6,939 | $6,576+5.5% | $9,256-25.0% | $7,339-5.4% |