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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 | $56,877 | $67,602-15.9% | $82,312-30.9% | $70,126-18.9% |
| Participation rate | 71.6% | 72.8%-1.2pp | 76.9%-5.3pp | 69.5%+2.1pp |
| Annual return | 16.67% | 21.57%-4.9pp | 25.88%-9.2pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,891 | $1,755+7.7% | $2,428-22.1% | $2,343-19.3% |
| Participant deferral / active EE | $3,064 | $2,987+2.6% | $3,706-17.3% | $3,332-8.0% |
| Admin fee / account holder | $2,848 | $4,512-36.9% | $5,608-49.2% | $4,645-38.7% |