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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 | $76,834-20.6% | $108,359-43.7% | $87,485-30.3% |
| Participation rate | 72.7% | 61.7%+11.0pp | 70.1%+2.6pp | 68.9%+3.8pp |
| Annual return | 12.60% | 19.09%-6.5pp | 36.89%-24.3pp | 26.06%-13.5pp |
| Employer contribution / active EE | $980 | $1,556-37.0% | $2,399-59.1% | $2,596-62.2% |
| Participant deferral / active EE | $5,105 | $3,100+64.7% | $4,137+23.4% | $4,274+19.5% |
| Admin fee / account holder | $13,731 | $6,537+110.0% | $9,741+41.0% | $7,775+76.6% |