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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 | $57,138 | $72,273-20.9% | $101,275-43.6% | $79,856-28.4% |
| Participation rate | 73.5% | 68.5%+5.0pp | 75.8%-2.3pp | 69.6%+3.8pp |
| Annual return | 21.21% | 22.30%-1.1pp | 46.48%-25.3pp | 31.71%-10.5pp |
| Employer contribution / active EE | $2,258 | $2,691-16.1% | $3,660-38.3% | $2,471-8.6% |
| Participant deferral / active EE | $3,440 | $3,282+4.8% | $4,371-21.3% | $3,741-8.0% |
| Admin fee / account holder | $911 | $4,401-79.3% | $5,948-84.7% | $5,306-82.8% |