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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 | $67,937 | $101,795-33.3% | $165,100-58.9% | $80,959-16.1% |
| Participation rate | 76.0% | 71.8%+4.2pp | 78.6%-2.6pp | 67.7%+8.3pp |
| Annual return | 10.82% | 16.73%-5.9pp | 70.21%-59.4pp | 35.67%-24.8pp |
| Employer contribution / active EE | $2,957 | $2,954+0.1% | $4,348-32.0% | $2,757+7.2% |
| Participant deferral / active EE | $6,426 | $4,476+43.6% | $6,035+6.5% | $4,300+49.4% |
| Admin fee / account holder | $7,777 | $8,221-5.4% | $12,696-38.7% | $6,925+12.3% |