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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 | $50,846 | $86,940-41.5% | $102,434-50.4% | $80,935-37.2% |
| Participation rate | 73.5% | 72.4%+1.1pp | 76.5%-3.0pp | 67.7%+5.9pp |
| Annual return | 16.78% | 18.89%-2.1pp | 29.46%-12.7pp | 35.66%-18.9pp |
| Employer contribution / active EE | $2,815 | $2,370+18.8% | $3,023-6.9% | $2,757+2.1% |
| Participant deferral / active EE | $6,058 | $4,121+47.0% | $5,055+19.8% | $4,299+40.9% |
| Admin fee / account holder | $2,050 | $8,047-74.5% | $9,462-78.3% | $6,924-70.4% |