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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 | $68,067 | $81,504-16.5% | $102,437-33.6% | $80,959-15.9% |
| Participation rate | 82.1% | 66.9%+15.3pp | 74.5%+7.6pp | 67.7%+14.5pp |
| Annual return | 11.78% | 25.60%-13.8pp | 24.95%-13.2pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,265 | $3,104-27.0% | $3,871-41.5% | $2,757-17.9% |
| Participant deferral / active EE | $3,434 | $3,871-11.3% | $5,060-32.1% | $4,300-20.1% |
| Admin fee / account holder | $744 | $6,719-88.9% | $8,388-91.1% | $6,925-89.3% |