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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 | $60,452 | $94,031-35.7% | $115,768-47.8% | $82,448-26.7% |
| Participation rate | 73.8% | 70.4%+3.4pp | 74.4%-0.5pp | 68.1%+5.8pp |
| Annual return | 14.82% | 20.61%-5.8pp | 100.46%-85.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,579 | $2,323-32.0% | $2,940-46.3% | $2,551-38.1% |
| Participant deferral / active EE | $3,085 | $3,972-22.3% | $4,917-37.2% | $4,139-25.5% |
| Admin fee / account holder | $1,571 | $10,249-84.7% | $12,439-87.4% | $7,234-78.3% |