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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 | $57,456 | $72,273-20.5% | $101,275-43.3% | $79,856-28.1% |
| Participation rate | 73.6% | 68.5%+5.1pp | 75.8%-2.2pp | 69.6%+3.9pp |
| Annual return | 15.26% | 22.30%-7.0pp | 46.48%-31.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,494 | $2,691-44.5% | $3,660-59.2% | $2,471-39.5% |
| Participant deferral / active EE | $3,467 | $3,282+5.7% | $4,371-20.7% | $3,741-7.3% |
| Admin fee / account holder | $1,783 | $4,401-59.5% | $5,948-70.0% | $5,306-66.4% |