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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 | $61,287 | $67,602-9.3% | $82,312-25.5% | $70,126-12.6% |
| Participation rate | 91.1% | 72.8%+18.3pp | 76.9%+14.2pp | 69.5%+21.6pp |
| Annual return | 16.28% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $728 | $1,755-58.5% | $2,428-70.0% | $2,343-68.9% |
| Participant deferral / active EE | $2,467 | $2,987-17.4% | $3,706-33.4% | $3,332-26.0% |
| Admin fee / account holder | $3,877 | $4,512-14.1% | $5,608-30.9% | $4,645-16.6% |