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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 | $60,157 | $86,949-30.8% | $102,460-41.3% | $80,959-25.7% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.2pp | 67.7%+26.1pp |
| Annual return | 14.17% | 18.89%-4.7pp | 29.47%-15.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $709 | $2,370-70.1% | $3,025-76.6% | $2,757-74.3% |
| Participant deferral / active EE | $3,673 | $4,121-10.9% | $5,056-27.4% | $4,300-14.6% |
| Admin fee / account holder | $6,721 | $8,048-16.5% | $9,460-29.0% | $6,925-3.0% |