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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 | $77,001 | $109,620-29.8% | $148,496-48.1% | $94,015-18.1% |
| Participation rate | 72.9% | 71.3%+1.6pp | 76.0%-3.2pp | 70.8%+2.1pp |
| Annual return | 15.25% | 17.54%-2.3pp | 12.33%+2.9pp | 17.84%-2.6pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,039 | $3,831-20.7% | $4,808-36.8% | $4,249-28.5% |
| Admin fee / account holder | $8,709 | $10,050-13.3% | $19,547-55.4% | $8,951-2.7% |