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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 | $95,404-38.2% | $113,397-48.0% | $82,637-28.6% |
| Participation rate | 70.9% | 72.8%-1.9pp | 76.5%-5.6pp | 68.1%+2.8pp |
| Annual return | 16.68% | 19.08%-2.4pp | 23.20%-6.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $2,764 | $2,307+19.8% | $2,977-7.2% | $2,552+8.3% |
| Participant deferral / active EE | $6,127 | $4,220+45.2% | $5,076+20.7% | $4,126+48.5% |
| Admin fee / account holder | $4,376 | $9,168-52.3% | $11,957-63.4% | $7,339-40.4% |