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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 | $51,595 | $86,050-40.0% | $189,758-72.8% | $94,015-45.1% |
| Participation rate | 74.4% | 68.9%+5.5pp | 79.8%-5.4pp | 70.8%+3.6pp |
| Annual return | 15.13% | 17.77%-2.6pp | 52.62%-37.5pp | 17.84%-2.7pp |
| Employer contribution / active EE | $1,826 | $2,819-35.2% | $4,767-61.7% | $2,790-34.5% |
| Participant deferral / active EE | $3,444 | $3,349+2.8% | $5,856-41.2% | $4,249-19.0% |
| Admin fee / account holder | $2,209 | $6,627-66.7% | $20,388-89.2% | $8,951-75.3% |