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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 | $53,260 | $67,602-21.2% | $82,312-35.3% | $70,126-24.1% |
| Participation rate | 79.7% | 72.8%+6.9pp | 76.9%+2.8pp | 69.5%+10.1pp |
| Annual return | 19.88% | 21.57%-1.7pp | 25.88%-6.0pp | 73.15%-53.3pp |
| Employer contribution / active EE | $1,487 | $1,755-15.2% | $2,428-38.7% | $2,343-36.5% |
| Participant deferral / active EE | $3,423 | $2,987+14.6% | $3,706-7.6% | $3,332+2.7% |
| Admin fee / account holder | $1,884 | $4,512-58.2% | $5,608-66.4% | $4,645-59.4% |