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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 | $72,495 | $106,749-32.1% | $145,433-50.2% | $82,448-12.1% |
| Participation rate | 73.6% | 75.6%-2.1pp | 82.1%-8.5pp | 68.1%+5.5pp |
| Annual return | 21.60% | 27.59%-6.0pp | 66.58%-45.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $752 | $3,444-78.2% | $4,554-83.5% | $2,551-70.5% |
| Participant deferral / active EE | $7,196 | $6,519+10.4% | $7,897-8.9% | $4,139+73.8% |
| Admin fee / account holder | $2,056 | $8,390-75.5% | $13,129-84.3% | $7,234-71.6% |