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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 | $73,345 | $55,684+31.7% | $75,900-3.4% | $72,976+0.5% |
| Participation rate | 77.2% | 61.1%+16.1pp | 69.3%+7.9pp | 69.5%+7.7pp |
| Annual return | 20.11% | 27.60%-7.5pp | 30.73%-10.6pp | 81.02%-60.9pp |
| Employer contribution / active EE | $712 | $1,687-57.8% | $2,501-71.6% | $2,440-70.8% |
| Participant deferral / active EE | $5,755 | $2,634+118.5% | $3,604+59.7% | $3,608+59.5% |
| Admin fee / account holder | $3,302 | $3,981-17.1% | $5,421-39.1% | $5,124-35.6% |