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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 | $55,076 | $95,453-42.3% | $112,040-50.8% | $82,448-33.2% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.5%-0.6pp | 68.1%+7.8pp |
| Annual return | 15.27% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $961 | $2,318-58.5% | $2,954-67.5% | $2,551-62.3% |
| Participant deferral / active EE | $3,224 | $4,224-23.7% | $5,098-36.8% | $4,139-22.1% |
| Admin fee / account holder | $1,427 | $9,013-84.2% | $12,098-88.2% | $7,234-80.3% |