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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 | $78,609 | $80,983-2.9% | $96,544-18.6% | $75,177+4.6% |
| Participation rate | 73.1% | 71.8%+1.3pp | 76.0%-2.9pp | 67.2%+5.9pp |
| Annual return | 17.17% | 27.05%-9.9pp | 25.88%-8.7pp | 160.75%-143.6pp |
| Employer contribution / active EE | $1,994 | $2,282-12.7% | $2,966-32.8% | $2,671-25.4% |
| Participant deferral / active EE | $4,623 | $3,929+17.7% | $4,851-4.7% | $4,126+12.0% |
| Admin fee / account holder | $1,224 | $6,717-81.8% | $8,254-85.2% | $5,651-78.3% |