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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 | $54,359 | $73,988-26.5% | $96,538-43.7% | $75,177-27.7% |
| Participation rate | 73.8% | 66.4%+7.3pp | 74.3%-0.6pp | 67.2%+6.5pp |
| Annual return | 18.74% | 26.73%-8.0pp | 35.74%-17.0pp | 160.75%-142.0pp |
| Employer contribution / active EE | $1,895 | $2,930-35.3% | $3,740-49.3% | $2,671-29.0% |
| Participant deferral / active EE | $3,742 | $3,660+2.2% | $4,880-23.3% | $4,126-9.3% |
| Admin fee / account holder | $4,628 | $5,220-11.3% | $6,737-31.3% | $5,651-18.1% |