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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 | $95,453-34.7% | $112,040-44.4% | $82,448-24.4% |
| Participation rate | 78.2% | 72.8%+5.4pp | 76.5%+1.7pp | 68.1%+10.1pp |
| Annual return | 14.60% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,255 | $2,318-45.9% | $2,954-57.5% | $2,551-50.8% |
| Participant deferral / active EE | $3,152 | $4,224-25.4% | $5,098-38.2% | $4,139-23.9% |
| Admin fee / account holder | $1,141 | $9,013-87.3% | $12,098-90.6% | $7,234-84.2% |