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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 | $68,458 | $67,602+1.3% | $82,312-16.8% | $70,126-2.4% |
| Participation rate | 71.6% | 72.8%-1.1pp | 76.9%-5.3pp | 69.5%+2.1pp |
| Annual return | 12.65% | 21.57%-8.9pp | 25.88%-13.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $795 | $1,755-54.7% | $2,428-67.2% | $2,343-66.0% |
| Participant deferral / active EE | $2,172 | $2,987-27.3% | $3,706-41.4% | $3,332-34.8% |
| Admin fee / account holder | $2,051 | $4,512-54.5% | $5,608-63.4% | $4,645-55.9% |