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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 | $81,272 | $54,541+49.0% | $78,778+3.2% | $70,126+15.9% |
| Participation rate | 79.4% | 60.8%+18.6pp | 69.2%+10.2pp | 69.5%+9.9pp |
| Annual return | 17.00% | 21.07%-4.1pp | 35.62%-18.6pp | 73.15%-56.1pp |
| Employer contribution / active EE | $786 | $1,089-27.8% | $1,986-60.4% | $2,343-66.5% |
| Participant deferral / active EE | $2,690 | $2,210+21.7% | $2,958-9.1% | $3,332-19.3% |
| Admin fee / account holder | $6,567 | $3,709+77.1% | $5,134+27.9% | $4,645+41.4% |