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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 | $67,339 | $86,940-22.5% | $102,434-34.3% | $80,935-16.8% |
| Participation rate | 73.9% | 72.4%+1.5pp | 76.5%-2.6pp | 67.7%+6.3pp |
| Annual return | 12.25% | 18.89%-6.6pp | 29.46%-17.2pp | 35.66%-23.4pp |
| Employer contribution / active EE | $2,113 | $2,370-10.8% | $3,023-30.1% | $2,757-23.3% |
| Participant deferral / active EE | $5,272 | $4,121+27.9% | $5,055+4.3% | $4,299+22.6% |
| Admin fee / account holder | $690 | $8,047-91.4% | $9,462-92.7% | $6,924-90.0% |