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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 | $56,306 | $86,938-35.2% | $102,423-45.0% | $80,925-30.4% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.7%+11.7pp |
| Annual return | 12.55% | 18.89%-6.3pp | 29.42%-16.9pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,158 | $2,369-51.1% | $3,023-61.7% | $2,756-58.0% |
| Participant deferral / active EE | $2,193 | $4,120-46.8% | $5,054-56.6% | $4,299-49.0% |
| Admin fee / account holder | $4,576 | $8,053-43.2% | $9,455-51.6% | $6,940-34.1% |