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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 | $84,641 | $88,707-4.6% | $74,184+14.1% | $273,972-69.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 17.97% | 11.94%+6.0pp | 17.74%+0.2pp | 41.46%-23.5pp |
| Employer contribution / active EE | $2,483 | $3,159-21.4% | $2,370+4.7% | $4,869-49.0% |
| Participant deferral / active EE | $5,390 | $4,212+28.0% | $3,550+51.8% | $5,287+1.9% |
| Admin fee / account holder | $717 | $8,717-91.8% | $5,586-87.2% | $10,133-92.9% |