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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 | $62,302 | $104,098-40.2% | $140,514-55.7% | $94,015-33.7% |
| Participation rate | 78.2% | 73.7%+4.5pp | 77.8%+0.4pp | 70.8%+7.4pp |
| Annual return | 14.60% | 15.14%-0.5pp | 14.36%+0.2pp | 17.84%-3.2pp |
| Employer contribution / active EE | $1,255 | $2,388-47.5% | $3,378-62.9% | $2,790-55.0% |
| Participant deferral / active EE | $3,152 | $4,033-21.8% | $4,919-35.9% | $4,249-25.8% |
| Admin fee / account holder | $1,141 | $10,439-89.1% | $13,697-91.7% | $8,951-87.3% |