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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 | $61,169 | $67,602-9.5% | $82,312-25.7% | $70,126-12.8% |
| Participation rate | 84.1% | 72.8%+11.3pp | 76.9%+7.2pp | 69.5%+14.6pp |
| Annual return | 14.41% | 21.57%-7.2pp | 25.88%-11.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $671 | $1,755-61.8% | $2,428-72.4% | $2,343-71.4% |
| Participant deferral / active EE | $1,767 | $2,987-40.8% | $3,706-52.3% | $3,332-47.0% |
| Admin fee / account holder | $3,422 | $4,512-24.1% | $5,608-39.0% | $4,645-26.3% |