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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 | $90,501 | $67,606+33.9% | $82,313+9.9% | $70,124+29.1% |
| Participation rate | 72.1% | 72.8%-0.7pp | 76.9%-4.8pp | 69.5%+2.5pp |
| Annual return | 14.26% | 21.57%-7.3pp | 25.88%-11.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $698 | $1,755-60.2% | $2,428-71.3% | $2,342-70.2% |
| Participant deferral / active EE | $3,103 | $2,987+3.9% | $3,706-16.3% | $3,332-6.9% |
| Admin fee / account holder | $5,965 | $4,512+32.2% | $5,608+6.4% | $4,645+28.4% |