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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 | $67,933 | $101,798-33.3% | $165,071-58.8% | $80,935-16.1% |
| Participation rate | 76.9% | 71.8%+5.1pp | 78.6%-1.7pp | 67.7%+9.3pp |
| Annual return | 14.89% | 16.73%-1.8pp | 70.17%-55.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $3,230 | $2,954+9.3% | $4,347-25.7% | $2,757+17.2% |
| Participant deferral / active EE | $5,540 | $4,476+23.8% | $6,035-8.2% | $4,299+28.9% |
| Admin fee / account holder | $3,022 | $8,221-63.2% | $12,695-76.2% | $6,924-56.4% |