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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 | $50,214 | $76,371-34.2% | $93,621-46.4% | $72,976-31.2% |
| Participation rate | 71.4% | 71.8%-0.3pp | 75.8%-4.4pp | 69.5%+1.9pp |
| Annual return | 16.45% | 25.82%-9.4pp | 32.76%-16.3pp | 81.02%-64.6pp |
| Employer contribution / active EE | $1,776 | $2,276-22.0% | $2,719-34.7% | $2,440-27.2% |
| Participant deferral / active EE | $3,247 | $3,538-8.2% | $4,070-20.2% | $3,608-10.0% |
| Admin fee / account holder | $4,191 | $6,839-38.7% | $7,890-46.9% | $5,124-18.2% |