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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 | $61,369 | $72,027-14.8% | $185,861-67.0% | $79,856-23.2% |
| Participation rate | 73.3% | 65.8%+7.6pp | 78.0%-4.7pp | 69.6%+3.7pp |
| Annual return | 20.04% | 23.13%-3.1pp | 35.96%-15.9pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,076 | $1,965-45.3% | $4,088-73.7% | $2,471-56.5% |
| Participant deferral / active EE | $3,090 | $3,780-18.2% | $5,634-45.2% | $3,741-17.4% |
| Admin fee / account holder | $3,784 | $4,513-16.2% | $9,503-60.2% | $5,306-28.7% |