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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 | $69,269 | $80,992-14.5% | $96,534-28.2% | $75,173-7.9% |
| Participation rate | 77.0% | 71.8%+5.3pp | 76.0%+1.1pp | 67.2%+9.8pp |
| Annual return | 14.16% | 27.05%-12.9pp | 25.88%-11.7pp | 160.72%-146.6pp |
| Employer contribution / active EE | $983 | $2,283-57.0% | $2,965-66.9% | $2,671-63.2% |
| Participant deferral / active EE | $3,290 | $3,929-16.3% | $4,851-32.2% | $4,126-20.3% |
| Admin fee / account holder | $3,824 | $6,717-43.1% | $8,253-53.7% | $5,651-32.3% |