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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 | $80,150 | $95,453-16.0% | $112,040-28.5% | $82,448-2.8% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | 16.20% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $886 | $2,318-61.8% | $2,954-70.0% | $2,551-65.3% |
| Participant deferral / active EE | $5,330 | $4,224+26.2% | $5,098+4.6% | $4,139+28.8% |
| Admin fee / account holder | $2,843 | $9,013-68.5% | $12,098-76.5% | $7,234-60.7% |