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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 | $75,541-31.7% | $152,093-66.1% | $82,637-37.6% |
| Participation rate | 74.4% | 66.5%+7.9pp | 77.8%-3.3pp | 68.1%+6.4pp |
| Annual return | 15.13% | 32.56%-17.4pp | 66.36%-51.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,826 | $2,622-30.3% | $4,175-56.2% | $2,552-28.4% |
| Participant deferral / active EE | $3,444 | $3,206+7.4% | $5,451-36.8% | $4,126-16.5% |
| Admin fee / account holder | $2,209 | $6,405-65.5% | $14,497-84.8% | $7,339-69.9% |