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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 | $77,589 | $56,287+37.8% | $80,977-4.2% | $62,881+23.4% |
| Participation rate | 79.6% | 68.9%+10.6pp | 75.8%+3.8pp | 69.3%+10.3pp |
| Annual return | 6.34% | 22.13%-15.8pp | 17.11%-10.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $404 | $1,943-79.2% | $3,715-89.1% | $2,281-82.3% |
| Participant deferral / active EE | $5,019 | $4,196+19.6% | $5,696-11.9% | $3,203+56.7% |
| Admin fee / account holder | $3,303 | $3,742-11.7% | $5,517-40.1% | $4,296-23.1% |