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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 | $67,728 | $86,949-22.1% | $102,460-33.9% | $80,959-16.3% |
| Participation rate | 83.3% | 72.4%+10.9pp | 76.5%+6.8pp | 67.7%+15.7pp |
| Annual return | 13.76% | 18.89%-5.1pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $797 | $2,370-66.4% | $3,025-73.7% | $2,757-71.1% |
| Participant deferral / active EE | $4,798 | $4,121+16.4% | $5,056-5.1% | $4,300+11.6% |
| Admin fee / account holder | $10,280 | $8,048+27.7% | $9,460+8.7% | $6,925+48.4% |