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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 | $83,537 | $97,550-14.4% | $120,344-30.6% | $87,485-4.5% |
| Participation rate | 75.8% | 72.8%+2.9pp | 76.7%-1.0pp | 68.9%+6.8pp |
| Annual return | 14.82% | 18.41%-3.6pp | 20.30%-5.5pp | 26.06%-11.2pp |
| Employer contribution / active EE | $743 | $2,291-67.6% | $3,020-75.4% | $2,596-71.4% |
| Participant deferral / active EE | $3,686 | $4,230-12.9% | $5,135-28.2% | $4,274-13.8% |
| Admin fee / account holder | $10,363 | $9,543+8.6% | $12,742-18.7% | $7,775+33.3% |