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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 | $54,336 | $72,273-24.8% | $101,275-46.3% | $79,856-32.0% |
| Participation rate | 73.5% | 68.5%+5.1pp | 75.8%-2.3pp | 69.6%+3.9pp |
| Annual return | 16.15% | 22.30%-6.1pp | 46.48%-30.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,575 | $2,691-41.5% | $3,660-57.0% | $2,471-36.3% |
| Participant deferral / active EE | $3,619 | $3,282+10.3% | $4,371-17.2% | $3,741-3.2% |
| Admin fee / account holder | $1,131 | $4,401-74.3% | $5,948-81.0% | $5,306-78.7% |