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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 | $74,657 | $72,486+3.0% | $87,103-14.3% | $72,976+2.3% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 20.07% | 24.46%-4.4pp | 28.19%-8.1pp | 81.02%-60.9pp |
| Employer contribution / active EE | $982 | $1,894-48.2% | $2,521-61.1% | $2,440-59.8% |
| Participant deferral / active EE | $9,074 | $3,270+177.5% | $4,049+124.1% | $3,608+151.5% |
| Admin fee / account holder | $6,378 | $5,055+26.2% | $7,491-14.9% | $5,124+24.5% |