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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 | $63,974 | $82,879-22.8% | $96,576-33.8% | $67,986-5.9% |
| Participation rate | 72.6% | 75.2%-2.5pp | 81.4%-8.8pp | 57.2%+15.4pp |
| Annual return | 17.33% | 36.90%-19.6pp | 38.47%-21.1pp | 31.67%-14.3pp |
| Employer contribution / active EE | $2,243 | $2,727-17.8% | $3,553-36.9% | $2,019+11.1% |
| Participant deferral / active EE | $3,881 | $6,976-44.4% | $7,956-51.2% | $3,358+15.6% |
| Admin fee / account holder | $1,582 | $2,783-43.1% | $11,381-86.1% | $3,203-50.6% |