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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 | $37,183 | $75,541-50.8% | $152,093-75.6% | $82,637-55.0% |
| Participation rate | 70.5% | 66.5%+4.0pp | 77.8%-7.3pp | 68.1%+2.4pp |
| Annual return | 16.40% | 32.56%-16.2pp | 66.36%-50.0pp | 53.51%-37.1pp |
| Employer contribution / active EE | $2,255 | $2,622-14.0% | $4,175-46.0% | $2,552-11.7% |
| Participant deferral / active EE | $3,649 | $3,206+13.8% | $5,451-33.1% | $4,126-11.6% |
| Admin fee / account holder | $2,329 | $6,405-63.6% | $14,497-83.9% | $7,339-68.3% |