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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 | $69,673 | $65,364+6.6% | $92,909-25.0% | $72,975-4.5% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 16.85% | 42.11%-25.3pp | 109.44%-92.6pp | 81.01%-64.2pp |
| Employer contribution / active EE | $698 | $2,594-73.1% | $3,653-80.9% | $2,440-71.4% |
| Participant deferral / active EE | $3,192 | $3,128+2.1% | $4,238-24.7% | $3,608-11.5% |
| Admin fee / account holder | $875 | $4,251-79.4% | $5,795-84.9% | $5,124-82.9% |