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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 | $71,928 | $76,371-5.8% | $93,621-23.2% | $72,975-1.4% |
| Participation rate | 75.4% | 71.8%+3.6pp | 75.8%-0.5pp | 69.5%+5.9pp |
| Annual return | 21.31% | 25.82%-4.5pp | 32.76%-11.4pp | 81.01%-59.7pp |
| Employer contribution / active EE | $803 | $2,276-64.7% | $2,719-70.5% | $2,440-67.1% |
| Participant deferral / active EE | $3,618 | $3,538+2.2% | $4,070-11.1% | $3,608+0.3% |
| Admin fee / account holder | $3,891 | $6,839-43.1% | $7,890-50.7% | $5,124-24.1% |