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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 | $56,535 | $72,272-21.8% | $101,264-44.2% | $79,858-29.2% |
| Participation rate | 70.2% | 68.5%+1.7pp | 75.8%-5.6pp | 69.6%+0.5pp |
| Annual return | 18.78% | 22.30%-3.5pp | 46.48%-27.7pp | 31.72%-12.9pp |
| Employer contribution / active EE | $3,824 | $2,692+42.1% | $3,660+4.5% | $2,471+54.8% |
| Participant deferral / active EE | $2,014 | $3,282-38.6% | $4,370-53.9% | $3,740-46.2% |
| Admin fee / account holder | $2,915 | $4,401-33.8% | $5,947-51.0% | $5,306-45.1% |