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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 | $68,467 | $88,707-22.8% | $74,184-7.7% | $273,972-75.0% |
| Participation rate | 78.6% | 79.4%-0.9pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 3.11% | 11.94%-8.8pp | 17.74%-14.6pp | 41.46%-38.3pp |
| Employer contribution / active EE | $2,811 | $3,159-11.0% | $2,370+18.6% | $4,869-42.3% |
| Participant deferral / active EE | $7,775 | $4,212+84.6% | $3,550+119.0% | $5,287+47.0% |
| Admin fee / account holder | $1,172 | $8,717-86.6% | $5,586-79.0% | $10,133-88.4% |