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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 | $97,990 | $73,787+32.8% | $98,716-0.7% | $82,448+18.9% |
| Participation rate | 76.0% | 61.4%+14.6pp | 69.3%+6.7pp | 68.1%+7.9pp |
| Annual return | 17.44% | 18.57%-1.1pp | 31.81%-14.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $484 | $1,511-68.0% | $2,279-78.7% | $2,551-81.0% |
| Participant deferral / active EE | $5,331 | $3,081+73.0% | $4,048+31.7% | $4,139+28.8% |
| Admin fee / account holder | $1,229 | $6,500-81.1% | $8,703-85.9% | $7,234-83.0% |