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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 | $77,438 | $54,541+42.0% | $78,778-1.7% | $70,126+10.4% |
| Participation rate | 71.4% | 60.8%+10.6pp | 69.2%+2.2pp | 69.5%+1.9pp |
| Annual return | 19.86% | 21.07%-1.2pp | 35.62%-15.8pp | 73.15%-53.3pp |
| Employer contribution / active EE | $863 | $1,089-20.8% | $1,986-56.6% | $2,343-63.2% |
| Participant deferral / active EE | $3,192 | $2,210+44.4% | $2,958+7.9% | $3,332-4.2% |
| Admin fee / account holder | $1,003 | $3,709-73.0% | $5,134-80.5% | $4,645-78.4% |