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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 | $69,279 | $97,648-29.1% | $121,663-43.1% | $87,485-20.8% |
| Participation rate | 78.7% | 70.5%+8.3pp | 74.5%+4.2pp | 68.9%+9.8pp |
| Annual return | 16.36% | 18.03%-1.7pp | 147.54%-131.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $878 | $2,300-61.9% | $3,020-70.9% | $2,596-66.2% |
| Participant deferral / active EE | $4,539 | $3,923+15.7% | $4,887-7.1% | $4,274+6.2% |
| Admin fee / account holder | $6,391 | $11,100-42.4% | $14,289-55.3% | $7,775-17.8% |