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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 | $67,506 | $80,983-16.6% | $96,544-30.1% | $75,177-10.2% |
| Participation rate | 90.6% | 71.8%+18.8pp | 76.0%+14.6pp | 67.2%+23.4pp |
| Annual return | 15.35% | 27.05%-11.7pp | 25.88%-10.5pp | 160.75%-145.4pp |
| Employer contribution / active EE | $766 | $2,282-66.4% | $2,966-74.2% | $2,671-71.3% |
| Participant deferral / active EE | $2,568 | $3,929-34.6% | $4,851-47.1% | $4,126-37.8% |
| Admin fee / account holder | $6,325 | $6,717-5.8% | $8,254-23.4% | $5,651+11.9% |