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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 | $60,338 | $67,602-10.7% | $82,312-26.7% | $70,126-14.0% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 15.18% | 21.57%-6.4pp | 25.88%-10.7pp | 73.15%-58.0pp |
| Employer contribution / active EE | $2,049 | $1,755+16.8% | $2,428-15.6% | $2,343-12.5% |
| Participant deferral / active EE | $2,105 | $2,987-29.5% | $3,706-43.2% | $3,332-36.8% |
| Admin fee / account holder | $1,163 | $4,512-74.2% | $5,608-79.3% | $4,645-75.0% |