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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 | $75,043 | $57,119+31.4% | $85,187-11.9% | $80,935-7.3% |
| Participation rate | 77.8% | 56.4%+21.4pp | 67.5%+10.3pp | 67.7%+10.1pp |
| Annual return | 17.13% | 21.70%-4.6pp | 66.67%-49.5pp | 35.66%-18.5pp |
| Employer contribution / active EE | $822 | $1,802-54.4% | $2,732-69.9% | $2,757-70.2% |
| Participant deferral / active EE | $5,619 | $3,115+80.4% | $4,525+24.2% | $4,299+30.7% |
| Admin fee / account holder | $711 | $4,990-85.8% | $6,162-88.5% | $6,924-89.7% |