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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 | $57,504 | $100,194-42.6% | $122,979-53.2% | $86,983-33.9% |
| Participation rate | 71.9% | 73.0%-1.1pp | 77.2%-5.3pp | 69.5%+2.3pp |
| Annual return | 13.18% | 16.47%-3.3pp | 20.12%-6.9pp | 25.83%-12.6pp |
| Employer contribution / active EE | $1,444 | $2,326-37.9% | $3,062-52.8% | $2,584-44.1% |
| Participant deferral / active EE | $3,276 | $4,133-20.7% | $5,003-34.5% | $4,194-21.9% |
| Admin fee / account holder | $1,467 | $10,148-85.5% | $12,864-88.6% | $7,856-81.3% |