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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 | $55,551 | $48,076+15.5% | $78,690-29.4% | $62,891-11.7% |
| Participation rate | 75.0% | 65.2%+9.8pp | 73.6%+1.4pp | 69.3%+5.7pp |
| Annual return | 6.57% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,705 | $2,015-15.3% | $2,851-40.2% | $2,281-25.2% |
| Participant deferral / active EE | $2,501 | $2,588-3.4% | $3,517-28.9% | $3,203-21.9% |
| Admin fee / account holder | $731 | $3,207-77.2% | $4,511-83.8% | $4,296-83.0% |