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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 | $61,529 | $73,981-16.8% | $105,754-41.8% | $62,881-2.1% |
| Participation rate | 72.5% | 71.7%+0.8pp | 78.9%-6.4pp | 69.3%+3.2pp |
| Annual return | 6.45% | 17.60%-11.2pp | 12.25%-5.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,150 | $2,856-59.8% | $4,079-71.8% | $2,281-49.6% |
| Participant deferral / active EE | $2,727 | $4,038-32.5% | $5,326-48.8% | $3,203-14.9% |
| Admin fee / account holder | $4,382 | $5,976-26.7% | $8,309-47.3% | $4,296+2.0% |