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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 | $86,940-22.1% | $102,434-33.9% | $80,935-16.3% |
| Participation rate | 83.3% | 72.4%+10.9pp | 76.5%+6.8pp | 67.7%+15.7pp |
| Annual return | 13.76% | 18.89%-5.1pp | 29.46%-15.7pp | 35.66%-21.9pp |
| Employer contribution / active EE | $797 | $2,370-66.4% | $3,023-73.6% | $2,757-71.1% |
| Participant deferral / active EE | $4,798 | $4,121+16.4% | $5,055-5.1% | $4,299+11.6% |
| Admin fee / account holder | $10,280 | $8,047+27.8% | $9,462+8.6% | $6,924+48.5% |