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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 | $59,242 | $97,550-39.3% | $120,344-50.8% | $87,485-32.3% |
| Participation rate | 73.2% | 72.8%+0.3pp | 76.7%-3.5pp | 68.9%+4.2pp |
| Annual return | 16.38% | 18.41%-2.0pp | 20.30%-3.9pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,513 | $2,291-33.9% | $3,020-49.9% | $2,596-41.7% |
| Participant deferral / active EE | $2,986 | $4,230-29.4% | $5,135-41.9% | $4,274-30.1% |
| Admin fee / account holder | $4,152 | $9,543-56.5% | $12,742-67.4% | $7,775-46.6% |