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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 | $97,550-41.1% | $120,344-52.2% | $87,485-34.3% |
| Participation rate | 71.9% | 72.8%-1.0pp | 76.7%-4.8pp | 68.9%+2.9pp |
| Annual return | 13.18% | 18.41%-5.2pp | 20.30%-7.1pp | 26.06%-12.9pp |
| Employer contribution / active EE | $1,444 | $2,291-37.0% | $3,020-52.2% | $2,596-44.4% |
| Participant deferral / active EE | $3,276 | $4,230-22.6% | $5,135-36.2% | $4,274-23.4% |
| Admin fee / account holder | $1,467 | $9,543-84.6% | $12,742-88.5% | $7,775-81.1% |