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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 | $64,341 | $54,541+18.0% | $78,778-18.3% | $70,126-8.2% |
| Participation rate | 74.0% | 60.8%+13.2pp | 69.2%+4.8pp | 69.5%+4.5pp |
| Annual return | 14.21% | 21.07%-6.9pp | 35.62%-21.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $426 | $1,089-60.8% | $1,986-78.5% | $2,343-81.8% |
| Participant deferral / active EE | $2,051 | $2,210-7.2% | $2,958-30.7% | $3,332-38.4% |
| Admin fee / account holder | $2,838 | $3,709-23.5% | $5,134-44.7% | $4,645-38.9% |