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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 | $79,268 | $60,349+31.4% | $74,184+6.9% | $62,881+26.1% |
| Participation rate | 76.2% | 72.7%+3.5pp | 76.6%-0.4pp | 69.3%+6.9pp |
| Annual return | 12.07% | 21.38%-9.3pp | 17.74%-5.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $768 | $1,680-54.3% | $2,370-67.6% | $2,281-66.3% |
| Participant deferral / active EE | $3,210 | $2,856+12.4% | $3,550-9.6% | $3,203+0.2% |
| Admin fee / account holder | $3,154 | $4,261-26.0% | $5,586-43.5% | $4,296-26.6% |