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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 | $58,982 | $97,550-39.5% | $120,344-51.0% | $87,485-32.6% |
| Participation rate | 70.9% | 72.8%-1.9pp | 76.7%-5.8pp | 68.9%+2.0pp |
| Annual return | 16.68% | 18.41%-1.7pp | 20.30%-3.6pp | 26.06%-9.4pp |
| Employer contribution / active EE | $2,764 | $2,291+20.7% | $3,020-8.5% | $2,596+6.5% |
| Participant deferral / active EE | $6,127 | $4,230+44.9% | $5,135+19.3% | $4,274+43.4% |
| Admin fee / account holder | $4,376 | $9,543-54.1% | $12,742-65.7% | $7,775-43.7% |