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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 | $72,346 | $101,798-28.9% | $165,071-56.2% | $80,935-10.6% |
| Participation rate | 72.0% | 71.8%+0.2pp | 78.6%-6.6pp | 67.7%+4.3pp |
| Annual return | 13.72% | 16.73%-3.0pp | 70.17%-56.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,403 | $2,954-52.5% | $4,347-67.7% | $2,757-49.1% |
| Participant deferral / active EE | $2,386 | $4,476-46.7% | $6,035-60.5% | $4,299-44.5% |
| Admin fee / account holder | $4,425 | $8,221-46.2% | $12,695-65.1% | $6,924-36.1% |