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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 | $60,222 | $67,602-10.9% | $82,312-26.8% | $70,126-14.1% |
| Participation rate | 89.1% | 72.8%+16.4pp | 76.9%+12.2pp | 69.5%+19.6pp |
| Annual return | 14.62% | 21.57%-6.9pp | 25.88%-11.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $1,521 | $1,755-13.3% | $2,428-37.3% | $2,343-35.1% |
| Participant deferral / active EE | $2,865 | $2,987-4.1% | $3,706-22.7% | $3,332-14.0% |
| Admin fee / account holder | $3,597 | $4,512-20.3% | $5,608-35.9% | $4,645-22.6% |