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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 | $71,141 | $58,512+21.6% | $84,020-15.3% | $72,983-2.5% |
| Participation rate | 80.3% | 61.2%+19.1pp | 69.0%+11.3pp | 69.5%+10.8pp |
| Annual return | 16.72% | 28.93%-12.2pp | 71.31%-54.6pp | 81.01%-64.3pp |
| Employer contribution / active EE | $696 | $1,163-40.1% | $1,984-64.9% | $2,440-71.5% |
| Participant deferral / active EE | $3,401 | $2,394+42.1% | $3,239+5.0% | $3,608-5.7% |
| Admin fee / account holder | $578 | $4,569-87.4% | $6,101-90.5% | $5,124-88.7% |