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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 | $95,453-38.2% | $112,040-47.4% | $82,448-28.5% |
| Participation rate | 70.9% | 72.8%-1.9pp | 76.5%-5.6pp | 68.1%+2.8pp |
| Annual return | 16.68% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,764 | $2,318+19.3% | $2,954-6.4% | $2,551+8.4% |
| Participant deferral / active EE | $6,127 | $4,224+45.1% | $5,098+20.2% | $4,139+48.0% |
| Admin fee / account holder | $4,376 | $9,013-51.5% | $12,098-63.8% | $7,234-39.5% |