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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 | $66,996 | $75,541-11.3% | $152,093-56.0% | $82,637-18.9% |
| Participation rate | 70.6% | 66.5%+4.0pp | 77.8%-7.2pp | 68.1%+2.5pp |
| Annual return | 22.47% | 32.56%-10.1pp | 66.36%-43.9pp | 53.51%-31.0pp |
| Employer contribution / active EE | $1,814 | $2,622-30.8% | $4,175-56.6% | $2,552-28.9% |
| Participant deferral / active EE | $5,269 | $3,206+64.4% | $5,451-3.3% | $4,126+27.7% |
| Admin fee / account holder | $2,546 | $6,405-60.2% | $14,497-82.4% | $7,339-65.3% |