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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 | $65,964 | $106,864-38.3% | $147,318-55.2% | $82,637-20.2% |
| Participation rate | 74.5% | 75.5%-1.0pp | 82.1%-7.5pp | 68.1%+6.5pp |
| Annual return | 24.52% | 27.49%-3.0pp | 70.43%-45.9pp | 53.51%-29.0pp |
| Employer contribution / active EE | $3,009 | $3,417-11.9% | $4,593-34.5% | $2,552+17.9% |
| Participant deferral / active EE | $6,343 | $6,496-2.4% | $7,906-19.8% | $4,126+53.7% |
| Admin fee / account holder | $2,169 | $8,415-74.2% | $13,708-84.2% | $7,339-70.4% |