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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 | $28,587 | $106,524-73.2% | $152,301-81.2% | $87,485-67.3% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.4%-6.4pp | 68.9%+7.1pp |
| Annual return | 17.09% | 26.89%-9.8pp | 80.50%-63.4pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,062 | $3,371-38.8% | $4,624-55.4% | $2,596-20.6% |
| Participant deferral / active EE | $5,512 | $6,525-15.5% | $8,004-31.1% | $4,274+29.0% |
| Admin fee / account holder | $3,123 | $8,287-62.3% | $14,398-78.3% | $7,775-59.8% |