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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 | $78,925 | $56,544+39.6% | $75,501+4.5% | $70,126+12.5% |
| Participation rate | 93.8% | 68.1%+25.6pp | 72.4%+21.4pp | 69.5%+24.2pp |
| Annual return | 16.66% | 23.59%-6.9pp | 27.35%-10.7pp | 73.15%-56.5pp |
| Employer contribution / active EE | $667 | $1,817-63.3% | $2,352-71.6% | $2,343-71.5% |
| Participant deferral / active EE | $4,437 | $2,580+72.0% | $3,142+41.2% | $3,332+33.2% |
| Admin fee / account holder | $2,232 | $3,827-41.7% | $5,801-61.5% | $4,645-52.0% |