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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 | $72,126 | $86,949-17.0% | $102,460-29.6% | $80,959-10.9% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.7%+16.9pp |
| Annual return | 10.87% | 18.89%-8.0pp | 29.47%-18.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $743 | $2,370-68.6% | $3,025-75.4% | $2,757-73.0% |
| Participant deferral / active EE | $5,890 | $4,121+42.9% | $5,056+16.5% | $4,300+37.0% |
| Admin fee / account holder | $10,992 | $8,048+36.6% | $9,460+16.2% | $6,925+58.7% |