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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 | $72,999 | $77,460-5.8% | $100,378-27.3% | $80,925-9.8% |
| Participation rate | 75.8% | 76.9%-1.1pp | 81.5%-5.7pp | 67.7%+8.1pp |
| Annual return | 14.72% | 37.24%-22.5pp | 49.41%-34.7pp | 35.65%-20.9pp |
| Employer contribution / active EE | $2,957 | $2,801+5.6% | $3,942-25.0% | $2,756+7.3% |
| Participant deferral / active EE | $6,072 | $6,818-10.9% | $8,087-24.9% | $4,299+41.3% |
| Admin fee / account holder | $4,261 | $5,887-27.6% | $7,899-46.1% | $6,940-38.6% |