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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 | $63,123 | $56,054+12.6% | $171,082-63.1% | $62,881+0.4% |
| Participation rate | 87.1% | 62.9%+24.2pp | 76.7%+10.4pp | 69.3%+17.8pp |
| Annual return | 9.86% | 22.52%-12.7pp | 32.56%-22.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $688 | $1,731-60.3% | $4,002-82.8% | $2,281-69.8% |
| Participant deferral / active EE | $3,225 | $3,158+2.1% | $4,797-32.8% | $3,203+0.7% |
| Admin fee / account holder | $4,568 | $3,647+25.3% | $8,520-46.4% | $4,296+6.3% |