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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 | $109,620-44.9% | $148,496-59.3% | $94,015-35.7% |
| Participation rate | 73.8% | 71.3%+2.6pp | 76.0%-2.2pp | 70.8%+3.0pp |
| Annual return | 14.82% | 17.54%-2.7pp | 12.33%+2.5pp | 17.84%-3.0pp |
| Employer contribution / active EE | $1,579 | $2,618-39.7% | $3,497-54.8% | $2,790-43.4% |
| Participant deferral / active EE | $3,085 | $3,831-19.5% | $4,808-35.8% | $4,249-27.4% |
| Admin fee / account holder | $1,571 | $10,050-84.4% | $19,547-92.0% | $8,951-82.4% |