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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 | $79,649 | $80,992-1.7% | $96,534-17.5% | $75,173+6.0% |
| Participation rate | 82.9% | 71.8%+11.1pp | 76.0%+6.9pp | 67.2%+15.7pp |
| Annual return | 13.86% | 27.05%-13.2pp | 25.88%-12.0pp | 160.72%-146.9pp |
| Employer contribution / active EE | $781 | $2,283-65.8% | $2,965-73.7% | $2,671-70.7% |
| Participant deferral / active EE | $5,209 | $3,929+32.6% | $4,851+7.4% | $4,126+26.2% |
| Admin fee / account holder | $22,915 | $6,717+241.1% | $8,253+177.6% | $5,651+305.5% |