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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 | $85,060 | $101,795-16.4% | $165,100-48.5% | $80,959+5.1% |
| Participation rate | 71.7% | 71.8%-0.1pp | 78.6%-6.9pp | 67.7%+4.0pp |
| Annual return | 16.17% | 16.73%-0.6pp | 70.21%-54.0pp | 35.67%-19.5pp |
| Employer contribution / active EE | $994 | $2,954-66.3% | $4,348-77.1% | $2,757-63.9% |
| Participant deferral / active EE | $3,761 | $4,476-16.0% | $6,035-37.7% | $4,300-12.5% |
| Admin fee / account holder | $2,208 | $8,221-73.1% | $12,696-82.6% | $6,925-68.1% |