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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 | $87,752 | $67,602+29.8% | $82,312+6.6% | $70,126+25.1% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.5pp |
| Annual return | 13.63% | 21.57%-7.9pp | 25.88%-12.2pp | 73.15%-59.5pp |
| Employer contribution / active EE | $729 | $1,755-58.4% | $2,428-70.0% | $2,343-68.9% |
| Participant deferral / active EE | $2,129 | $2,987-28.7% | $3,706-42.5% | $3,332-36.1% |
| Admin fee / account holder | $6,797 | $4,512+50.7% | $5,608+21.2% | $4,645+46.3% |