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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 | $53,224 | $67,602-21.3% | $82,312-35.3% | $70,126-24.1% |
| Participation rate | 73.2% | 72.8%+0.4pp | 76.9%-3.7pp | 69.5%+3.6pp |
| Annual return | 13.14% | 21.57%-8.4pp | 25.88%-12.7pp | 73.15%-60.0pp |
| Employer contribution / active EE | $799 | $1,755-54.5% | $2,428-67.1% | $2,343-65.9% |
| Participant deferral / active EE | $3,218 | $2,987+7.7% | $3,706-13.2% | $3,332-3.4% |
| Admin fee / account holder | $9,519 | $4,512+111.0% | $5,608+69.7% | $4,645+104.9% |