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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 | $97,648-38.1% | $121,663-50.3% | $87,485-30.9% |
| Participation rate | 73.8% | 70.5%+3.4pp | 74.5%-0.6pp | 68.9%+4.9pp |
| Annual return | 14.82% | 18.03%-3.2pp | 147.54%-132.7pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,579 | $2,300-31.3% | $3,020-47.7% | $2,596-39.2% |
| Participant deferral / active EE | $3,085 | $3,923-21.4% | $4,887-36.9% | $4,274-27.8% |
| Admin fee / account holder | $1,571 | $11,100-85.8% | $14,289-89.0% | $7,775-79.8% |