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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 | $61,195 | $72,269-15.3% | $101,271-39.6% | $79,852-23.4% |
| Participation rate | 79.2% | 68.5%+10.7pp | 75.8%+3.4pp | 69.6%+9.5pp |
| Annual return | 23.07% | 22.29%+0.8pp | 46.48%-23.4pp | 31.72%-8.7pp |
| Employer contribution / active EE | $1,629 | $2,692-39.5% | $3,660-55.5% | $2,471-34.1% |
| Participant deferral / active EE | $2,897 | $3,282-11.7% | $4,371-33.7% | $3,740-22.5% |
| Admin fee / account holder | $379 | $4,401-91.4% | $5,948-93.6% | $5,306-92.9% |