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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 | $53,697 | $100,194-46.4% | $122,979-56.3% | $86,983-38.3% |
| Participation rate | 76.0% | 73.0%+3.0pp | 77.2%-1.2pp | 69.5%+6.5pp |
| Annual return | 16.67% | 16.47%+0.2pp | 20.12%-3.4pp | 25.83%-9.2pp |
| Employer contribution / active EE | $1,622 | $2,326-30.3% | $3,062-47.0% | $2,584-37.2% |
| Participant deferral / active EE | $4,851 | $4,133+17.4% | $5,003-3.0% | $4,194+15.7% |
| Admin fee / account holder | $2,222 | $10,148-78.1% | $12,864-82.7% | $7,856-71.7% |