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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 | $87,671 | $185,141-52.6% | $153,416-42.9% | $155,188-43.5% |
| Participation rate | 72.7% | 79.9%-7.2pp | 74.3%-1.6pp | 80.8%-8.1pp |
| Annual return | 16.41% | 18.72%-2.3pp | 17.84%-1.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $4,079 | $4,489-9.1% | $3,764+8.4% | $4,248-4.0% |
| Participant deferral / active EE | $3,428 | $5,477-37.4% | $4,723-27.4% | $6,531-47.5% |
| Admin fee / account holder | $604 | $16,005-96.2% | $13,095-95.4% | $14,480-95.8% |