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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 | $79,961-17.5% | $98,462-33.0% | $75,177-12.3% |
| Participation rate | 78.6% | 70.4%+8.2pp | 75.2%+3.4pp | 67.2%+11.4pp |
| Annual return | 16.92% | 19.75%-2.8pp | 21.17%-4.3pp | 160.75%-143.8pp |
| Employer contribution / active EE | $1,362 | $2,264-39.8% | $3,049-55.3% | $2,671-49.0% |
| Participant deferral / active EE | $2,823 | $3,753-24.8% | $4,738-40.4% | $4,126-31.6% |
| Admin fee / account holder | $3,003 | $6,842-56.1% | $8,875-66.2% | $5,651-46.9% |