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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 | $68,699 | $58,627+17.2% | $76,735-10.5% | $82,448-16.7% |
| Participation rate | 89.6% | 63.2%+26.4pp | 69.5%+20.1pp | 68.1%+21.5pp |
| Annual return | 13.59% | 39.10%-25.5pp | 29.77%-16.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $693 | $1,729-59.9% | $2,454-71.8% | $2,551-72.8% |
| Participant deferral / active EE | $3,108 | $3,134-0.8% | $4,088-24.0% | $4,139-24.9% |
| Admin fee / account holder | $4,258 | $5,323-20.0% | $7,189-40.8% | $7,234-41.1% |