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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 | $77,738 | $97,550-20.3% | $120,344-35.4% | $87,485-11.1% |
| Participation rate | 81.7% | 72.8%+8.9pp | 76.7%+5.0pp | 68.9%+12.8pp |
| Annual return | 14.20% | 18.41%-4.2pp | 20.30%-6.1pp | 26.06%-11.9pp |
| Employer contribution / active EE | $704 | $2,291-69.3% | $3,020-76.7% | $2,596-72.9% |
| Participant deferral / active EE | $5,259 | $4,230+24.3% | $5,135+2.4% | $4,274+23.1% |
| Admin fee / account holder | $11,987 | $9,543+25.6% | $12,742-5.9% | $7,775+54.2% |