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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 | $77,020 | $86,940-11.4% | $102,434-24.8% | $80,935-4.8% |
| Participation rate | 75.4% | 72.4%+3.1pp | 76.5%-1.1pp | 67.7%+7.8pp |
| Annual return | 14.96% | 18.89%-3.9pp | 29.46%-14.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,274 | $2,370-46.2% | $3,023-57.9% | $2,757-53.8% |
| Participant deferral / active EE | $1,973 | $4,121-52.1% | $5,055-61.0% | $4,299-54.1% |
| Admin fee / account holder | $6,710 | $8,047-16.6% | $9,462-29.1% | $6,924-3.1% |