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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 | $104,098-43.1% | $140,514-57.8% | $94,015-37.0% |
| Participation rate | 73.2% | 73.7%-0.5pp | 77.8%-4.6pp | 70.8%+2.3pp |
| Annual return | 16.38% | 15.14%+1.2pp | 14.36%+2.0pp | 17.84%-1.5pp |
| Employer contribution / active EE | $1,513 | $2,388-36.6% | $3,378-55.2% | $2,790-45.8% |
| Participant deferral / active EE | $2,986 | $4,033-26.0% | $4,919-39.3% | $4,249-29.7% |
| Admin fee / account holder | $4,152 | $10,439-60.2% | $13,697-69.7% | $8,951-53.6% |