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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 | $72,081 | $76,371-5.6% | $93,621-23.0% | $72,975-1.2% |
| Participation rate | 72.7% | 71.8%+1.0pp | 75.8%-3.1pp | 69.5%+3.2pp |
| Annual return | 17.12% | 25.82%-8.7pp | 32.76%-15.6pp | 81.01%-63.9pp |
| Employer contribution / active EE | $716 | $2,276-68.5% | $2,719-73.7% | $2,440-70.6% |
| Participant deferral / active EE | $3,127 | $3,538-11.6% | $4,070-23.2% | $3,608-13.3% |
| Admin fee / account holder | $4,853 | $6,839-29.0% | $7,890-38.5% | $5,124-5.3% |