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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 | $67,297 | $81,487-17.4% | $102,412-34.3% | $80,935-16.9% |
| Participation rate | 72.7% | 66.8%+5.9pp | 74.5%-1.8pp | 67.7%+5.1pp |
| Annual return | 13.59% | 25.60%-12.0pp | 24.94%-11.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $951 | $3,103-69.4% | $3,870-75.4% | $2,757-65.5% |
| Participant deferral / active EE | $2,858 | $3,871-26.2% | $5,060-43.5% | $4,299-33.5% |
| Admin fee / account holder | $885 | $6,717-86.8% | $8,388-89.5% | $6,924-87.2% |