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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 | $69,773 | $70,486-1.0% | $100,528-30.6% | $79,852-12.6% |
| Participation rate | 81.8% | 73.6%+8.2pp | 79.4%+2.4pp | 69.6%+12.2pp |
| Annual return | 14.31% | 21.90%-7.6pp | 30.90%-16.6pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,002 | $2,165-53.7% | $3,419-70.7% | $2,471-59.4% |
| Participant deferral / active EE | $8,747 | $5,182+68.8% | $6,271+39.5% | $3,740+133.9% |
| Admin fee / account holder | $5,371 | $4,480+19.9% | $8,084-33.6% | $5,306+1.2% |