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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 | $69,919 | $72,269-3.3% | $101,271-31.0% | $79,852-12.4% |
| Participation rate | 71.7% | 68.5%+3.2pp | 75.8%-4.1pp | 69.6%+2.1pp |
| Annual return | 17.48% | 22.29%-4.8pp | 46.48%-29.0pp | 31.72%-14.2pp |
| Employer contribution / active EE | $2,123 | $2,692-21.1% | $3,660-42.0% | $2,471-14.1% |
| Participant deferral / active EE | $2,953 | $3,282-10.0% | $4,371-32.4% | $3,740-21.0% |
| Admin fee / account holder | $4,700 | $4,401+6.8% | $5,948-21.0% | $5,306-11.4% |