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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 | $73,060 | $76,371-4.3% | $93,621-22.0% | $72,976+0.1% |
| Participation rate | 77.8% | 71.8%+6.0pp | 75.8%+1.9pp | 69.5%+8.3pp |
| Annual return | 24.83% | 25.82%-1.0pp | 32.76%-7.9pp | 81.02%-56.2pp |
| Employer contribution / active EE | $1,172 | $2,276-48.5% | $2,719-56.9% | $2,440-52.0% |
| Participant deferral / active EE | $2,360 | $3,538-33.3% | $4,070-42.0% | $3,608-34.6% |
| Admin fee / account holder | $471 | $6,839-93.1% | $7,890-94.0% | $5,124-90.8% |