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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 | $54,995 | $72,027-23.6% | $185,835-70.4% | $79,852-31.1% |
| Participation rate | 71.4% | 65.8%+5.7pp | 78.0%-6.6pp | 69.6%+1.8pp |
| Annual return | 17.41% | 23.13%-5.7pp | 35.96%-18.5pp | 31.72%-14.3pp |
| Employer contribution / active EE | $2,201 | $1,965+12.0% | $4,087-46.2% | $2,471-10.9% |
| Participant deferral / active EE | $3,997 | $3,780+5.7% | $5,633-29.1% | $3,740+6.8% |
| Admin fee / account holder | $1,664 | $4,513-63.1% | $9,502-82.5% | $5,306-68.6% |