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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 | $88,914 | $56,544+57.2% | $75,501+17.8% | $70,126+26.8% |
| Participation rate | 77.2% | 68.1%+9.1pp | 72.4%+4.8pp | 69.5%+7.6pp |
| Annual return | 15.87% | 23.59%-7.7pp | 27.35%-11.5pp | 73.15%-57.3pp |
| Employer contribution / active EE | $827 | $1,817-54.5% | $2,352-64.8% | $2,343-64.7% |
| Participant deferral / active EE | $2,577 | $2,580-0.1% | $3,142-18.0% | $3,332-22.6% |
| Admin fee / account holder | $1,953 | $3,827-49.0% | $5,801-66.3% | $4,645-58.0% |