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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 | $66,304 | $86,949-23.7% | $102,460-35.3% | $80,959-18.1% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.7%+10.1pp |
| Annual return | 24.08% | 18.89%+5.2pp | 29.47%-5.4pp | 35.67%-11.6pp |
| Employer contribution / active EE | $959 | $2,370-59.5% | $3,025-68.3% | $2,757-65.2% |
| Participant deferral / active EE | $2,222 | $4,121-46.1% | $5,056-56.1% | $4,300-48.3% |
| Admin fee / account holder | $4,619 | $8,048-42.6% | $9,460-51.2% | $6,925-33.3% |