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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 | $58,757 | $67,602-13.1% | $82,312-28.6% | $70,126-16.2% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 16.47% | 21.57%-5.1pp | 25.88%-9.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,746 | $1,755-0.5% | $2,428-28.1% | $2,343-25.5% |
| Participant deferral / active EE | $2,336 | $2,987-21.8% | $3,706-37.0% | $3,332-29.9% |
| Admin fee / account holder | $2,469 | $4,512-45.3% | $5,608-56.0% | $4,645-46.9% |