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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 | $61,001 | $73,787-17.3% | $98,716-38.2% | $82,448-26.0% |
| Participation rate | 72.7% | 61.4%+11.3pp | 69.3%+3.4pp | 68.1%+4.7pp |
| Annual return | 12.60% | 18.57%-6.0pp | 31.81%-19.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $980 | $1,511-35.1% | $2,279-57.0% | $2,551-61.6% |
| Participant deferral / active EE | $5,105 | $3,081+65.7% | $4,048+26.1% | $4,139+23.3% |
| Admin fee / account holder | $13,731 | $6,500+111.2% | $8,703+57.8% | $7,234+89.8% |