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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 | $68,679 | $72,492-5.3% | $87,102-21.2% | $72,983-5.9% |
| Participation rate | 79.6% | 72.8%+6.8pp | 76.9%+2.8pp | 69.5%+10.1pp |
| Annual return | 17.72% | 24.46%-6.7pp | 28.19%-10.5pp | 81.01%-63.3pp |
| Employer contribution / active EE | $735 | $1,894-61.2% | $2,521-70.9% | $2,440-69.9% |
| Participant deferral / active EE | $2,275 | $3,270-30.4% | $4,048-43.8% | $3,608-36.9% |
| Admin fee / account holder | $1,576 | $5,055-68.8% | $7,491-79.0% | $5,124-69.2% |