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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 | $50,920 | $72,492-29.8% | $87,104-41.5% | $72,975-30.2% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+7.0pp |
| Annual return | 17.82% | 24.46%-6.6pp | 28.19%-10.4pp | 81.01%-63.2pp |
| Employer contribution / active EE | $1,507 | $1,894-20.4% | $2,521-40.2% | $2,440-38.3% |
| Participant deferral / active EE | $3,610 | $3,270+10.4% | $4,048-10.8% | $3,608+0.1% |
| Admin fee / account holder | $5,206 | $5,055+3.0% | $7,491-30.5% | $5,124+1.6% |