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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 | $58,671 | $65,712-10.7% | $57,196+2.6% | $273,972-78.6% |
| Participation rate | 77.8% | 78.3%-0.6pp | 75.3%+2.4pp | 83.0%-5.2pp |
| Annual return | 7.02% | 22.01%-15.0pp | 14.59%-7.6pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,798 | $3,280-45.2% | $2,683-33.0% | $4,869-63.1% |
| Participant deferral / active EE | $1,185 | $3,782-68.7% | $3,096-61.7% | $5,287-77.6% |
| Admin fee / account holder | $664 | $4,838-86.3% | $3,141-78.9% | $10,133-93.4% |