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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 | $63,781 | $72,486-12.0% | $87,103-26.8% | $72,976-12.6% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.6pp | 69.5%+4.8pp |
| Annual return | 24.76% | 24.46%+0.3pp | 28.19%-3.4pp | 81.02%-56.3pp |
| Employer contribution / active EE | $1,386 | $1,894-26.8% | $2,521-45.0% | $2,440-43.2% |
| Participant deferral / active EE | $2,680 | $3,270-18.0% | $4,049-33.8% | $3,608-25.7% |
| Admin fee / account holder | $1,130 | $5,055-77.6% | $7,491-84.9% | $5,124-77.9% |